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
$223M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$371K
3
+$275K
4
MSFT icon
Microsoft
MSFT
+$239K
5
ACN icon
Accenture
ACN
+$51K

Top Sells

1
+$606K
2
+$533K
3
+$492K
4
V icon
Visa
V
+$476K
5
AMZN icon
Amazon
AMZN
+$227K

Sector Composition

1 Technology 76.8%
2 Consumer Discretionary 9.26%
3 Financials 6.76%
4 Communication Services 1.4%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.7M 25.87%
212,845
+884
2
$51.1M 22.91%
87,183
+4
3
$23.8M 10.68%
173,727
-694
4
$20M 9%
116,560
-1,320
5
$15.8M 7.07%
72,944
-2,805
6
$12.8M 5.75%
23,301
-380
7
$9.52M 4.27%
37,876
-2,121
8
$8.21M 3.68%
22,482
-493
9
$6.85M 3.07%
29,288
-2,037
10
$3.11M 1.4%
24,840
+2,960
11
$578K 0.26%
+2,550
12
$508K 0.23%
2,077
-73
13
$393K 0.18%
992
14
$275K 0.12%
+1,137
15
$51K 0.02%
+172
16
$49K 0.02%
+100
17
– –
-3,800