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
$202M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$12.8M
3
+$1.58M
4
TSLA icon
Tesla
TSLA
+$1.08M
5
AAPL icon
Apple
AAPL
+$868K

Top Sells

1
+$23.5M
2
+$14.8M
3
+$10.8M
4
NOW icon
ServiceNow
NOW
+$9.09M
5
CRWD icon
CrowdStrike
CRWD
+$2.37M

Sector Composition

1 Technology 69.91%
2 Communication Services 13.92%
3 Consumer Discretionary 13.69%
4 Financials 2.19%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.7M 33.05%
216,244
+1,531
2
$29.3M 14.51%
64,253
-23,738
3
$28.6M 14.15%
163,520
+4,973
4
$28.1M 13.92%
201,100
+129,760
5
$25.6M 12.7%
157,160
+78,260
6
$12.3M 6.1%
450,810
+57,840
7
$4.07M 2.02%
7,316
-16,322
8
$2.27M 1.13%
10,247
+784
9
$2.15M 1.07%
6,017
+447
10
$1.99M 0.99%
5,550
+3,000
11
$566K 0.28%
982
12
$175K 0.09%
519
+116
13
$10K 0.01%
100
14
– –
-73,215
15
– –
-112,179
16
– –
-11,573
17
– –
-7,827