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
$166M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.96M
3
+$149K

Top Sells

1
+$7.77M
2
+$1.98M
3
+$926K
4
MA icon
Mastercard
MA
+$818K

Sector Composition

1 Financials 46.39%
2 Technology 44.58%
3 Consumer Discretionary 8.5%
4 Consumer Staples 0.33%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 25.99%
144,750
-2,740
2
$42.2M 25.38%
127,976
+11,998
3
$33.9M 20.4%
180,598
+795
4
$31.9M 19.2%
202,475
+32,879
5
$14.1M 8.5%
153,080
-10,020
6
$554K 0.33%
1,885
7
$328K 0.2%
2,250
8
– –
-5,213
9
– –
-30,622