SCA

Sander Capital Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$4.51M
3
+$1.87M
4
OKTA icon
Okta
OKTA
+$968K
5
V icon
Visa
V
+$952K

Top Sells

1
+$4.66M
2
+$790K
3
+$108K

Sector Composition

1 Financials 42.74%
2 Technology 41.59%
3 Consumer Discretionary 12.1%
4 Communication Services 2.8%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.7M 23.12%
138,700
+2,305
2
$28.1M 19.88%
105,389
+7,023
3
$27.7M 19.63%
177,505
+6,092
4
$17.4M 12.32%
147,543
-912
5
$17.1M 12.1%
191,940
+3,300
6
$7.48M 5.3%
+30,363
7
$4.51M 3.19%
+28,462
8
$3.95M 2.8%
67,340
-79,440
9
$968K 0.69%
+11,697
10
$607K 0.43%
+2,505
11
$482K 0.34%
3,450
12
$304K 0.22%
+7,500
13
– –
-4,600