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
$153M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$75.1K
3
+$37K
4
BA icon
Boeing
BA
+$9.88K

Top Sells

1
+$4.39M
2
+$998K
3
+$958K
4
V icon
Visa
V
+$188K
5
MA icon
Mastercard
MA
+$178K

Sector Composition

1 Technology 48.34%
2 Consumer Discretionary 6.49%
3 Financials 4.59%
4 Communication Services 0.63%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.8M 32.62%
213,959
-4,286
2
$19.4M 12.73%
140,650
-5
3
$8.28M 5.42%
73,230
-250
4
$4.57M 2.99%
16,609
-15,942
5
$3.31M 2.17%
+12,407
6
$1.74M 1.14%
9,809
-1,058
7
$1.64M 1.07%
5,768
-625
8
$1.63M 1.07%
6,150
-189
9
$957K 0.63%
9,955
-9,965
10
$539K 0.35%
1,141
+159
11
$271K 0.18%
250
12
$51K 0.03%
418
+81
13
$37K 0.02%
+350
14
– –
-519