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
$183M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$6.68M
3
+$6.36M
4
AAPL icon
Apple
AAPL
+$4.71M
5
MSFT icon
Microsoft
MSFT
+$4.34M

Top Sells

1
+$100K
2
+$76K

Sector Composition

1 Technology 67.66%
2 Healthcare 7.16%
3 Financials 6.51%
4 Consumer Discretionary 6.18%
5 Energy 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 41.62%
223,981
+12,760
2
$32.1M 17.52%
165,465
+24,280
3
$12.1M 6.62%
24,812
+8,143
4
$11.3M 6.18%
86,804
+51,482
5
$6.68M 3.65%
+13,894
6
$6.44M 3.51%
14,397
+14,221
7
$5.67M 3.09%
16,617
8
$3.33M 1.82%
+28,000
9
$2.37M 1.3%
9,997
+188
10
$2.27M 1.24%
5,768
11
$2.23M 1.22%
37,960
-1,700
12
$1.17M 0.64%
9,643
+558
13
$1.11M 0.6%
+19,510
14
$1.09M 0.6%
31,770
15
$890K 0.49%
1,652
16
$346K 0.19%
250
17
$154K 0.08%
1,055
18
$130K 0.07%
420
19
– –
-5,715