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
$205M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.2M
3
+$1.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M
5
MSFT icon
Microsoft
MSFT
+$436K

Top Sells

1
+$5.86M
2
+$3.62M
3
+$2.48M

Sector Composition

1 Technology 74.74%
2 Consumer Discretionary 12.31%
3 Financials 6.88%
4 Communication Services 5.02%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$97.7M 47.68%
232,309
+1,036
2
$25.7M 12.56%
150,043
-14,473
3
$25.2M 12.31%
139,891
+18,612
4
$15.1M 7.35%
29,872
5
$10.3M 5.02%
67,539
+14,440
6
$8.55M 4.17%
60,220
-25,470
7
$8.01M 3.91%
19,052
+4,380
8
$4.04M 1.97%
32,195
-46,660
9
$2.8M 1.36%
10,018
+20
10
$2.76M 1.35%
5,740
+47
11
$1.95M 0.95%
+10,785
12
$1.16M 0.57%
1,585
13
$380K 0.19%
250
14
$160K 0.08%
800
+20
15
$114K 0.06%
330
+10