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
$191M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.09M
3
+$492K
4
MSFT icon
Microsoft
MSFT
+$202K
5
NOW icon
ServiceNow
NOW
+$169K

Top Sells

1
+$11.3M
2
+$6.04M
3
+$687K
4
TSLA icon
Tesla
TSLA
+$423K
5
AMZN icon
Amazon
AMZN
+$309K

Sector Composition

1 Technology 76.18%
2 Consumer Discretionary 9.56%
3 Financials 7.77%
4 Communication Services 1.26%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50M 26.21%
211,961
+857
2
$41.4M 21.73%
87,179
-1,445
3
$21.3M 11.17%
174,421
4
$18.2M 9.56%
117,880
-2,000
5
$13M 6.82%
75,749
+6,342
6
$11.8M 6.21%
23,681
+338
7
$8.18M 4.29%
22,975
-31,724
8
$7.23M 3.79%
39,997
+16,818
9
$6.63M 3.48%
31,325
-28,509
10
$1.91M 1%
21,880
11
$492K 0.26%
+3,800
12
$473K 0.25%
2,150
+533
13
$349K 0.18%
992
+6
14
– –
-1,800
15
– –
-242