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
$151K
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$20

Top Sells

1
+$1.63M
2
+$51K
3
+$3.19K
4
MSFT icon
Microsoft
MSFT
+$900
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$77

Sector Composition

1 Technology 49.15%
2 Financials 5.46%
3 Consumer Discretionary 1.96%
4 Communication Services 0.53%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.4K 33.38%
210,207
-3,752
2
$18.2K 12.06%
140,150
-500
3
$5.61K 3.71%
16,669
+60
4
$3.83K 2.54%
12,407
5
$2.96K 1.96%
35,221
-38,009
6
$2.04K 1.35%
9,809
7
$2.01K 1.33%
5,768
8
$806 0.53%
9,085
-870
9
$329 0.22%
250
10
$246 0.16%
1,141
11
$47 0.03%
350
12
– –
-6,150
13
– –
-418