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
$158M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.13M
3
+$1.92M
4
NOW icon
ServiceNow
NOW
+$1.51M
5
MSFT icon
Microsoft
MSFT
+$628K

Top Sells

1
+$4.51M
2
+$3.95M
3
+$2.05M
4
PANW icon
Palo Alto Networks
PANW
+$304K
5
JNJ icon
Johnson & Johnson
JNJ
+$167K

Sector Composition

1 Technology 45.25%
2 Financials 43.94%
3 Consumer Discretionary 10.29%
4 Consumer Staples 0.32%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 23.36%
140,460
+1,760
2
$33.1M 21%
112,615
+7,226
3
$30.5M 19.36%
177,815
+310
4
$20.4M 12.92%
152,234
+4,691
5
$16.2M 10.29%
170,460
-21,480
6
$9.99M 6.33%
35,750
+5,387
7
$7.89M 5%
63,981
+52,284
8
$1.92M 1.22%
+16,828
9
$499K 0.32%
1,885
-620
10
$313K 0.2%
2,250
-1,200
11
– –
-7,500
12
– –
-67,340
13
– –
-28,462