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
$151M
AUM Growth
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.91M
4
ADBE icon
Adobe
ADBE
+$929K
5
V icon
Visa
V
+$342K

Top Sells

1
+$7.89M
2
+$1.92M
3
+$1.3M
4
AMZN icon
Amazon
AMZN
+$639K

Sector Composition

1 Financials 46.9%
2 Technology 41.88%
3 Consumer Discretionary 9.35%
4 Industrials 1.31%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 26.47%
147,490
+7,030
2
$32M 21.17%
115,978
+3,363
3
$30.9M 20.44%
179,803
+1,988
4
$23.6M 15.58%
169,596
+17,362
5
$14.2M 9.35%
163,100
-7,360
6
$7.77M 5.14%
30,622
-5,128
7
$1.98M 1.31%
+5,213
8
$543K 0.36%
1,885
9
$291K 0.19%
2,250
10
– –
-63,981
11
– –
-16,828