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
$216M
AUM Growth
-$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$543K
3
+$82.6K
4
PCAR icon
PACCAR
PCAR
+$50K
5
JPM icon
JPMorgan Chase
JPM
+$25.3K

Top Sells

1
+$3.56M
2
+$128K
3
+$88.4K
4
ADBE icon
Adobe
ADBE
+$51.8K
5
AAPL icon
Apple
AAPL
+$44.3K

Sector Composition

1 Technology 72.96%
2 Consumer Discretionary 12.48%
3 Communication Services 7.33%
4 Financials 6.55%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 46.38%
232,698
+192
2
$34.8M 16.13%
149,433
-190
3
$26.9M 12.48%
144,601
-686
4
$15.8M 7.33%
94,609
+3,245
5
$7.95M 3.68%
17,267
-192
6
$7.59M 3.52%
14,661
-100
7
$5.45M 2.52%
31,975
8
$5.11M 2.37%
42,088
+11,218
9
$4.41M 2.04%
25,780
10
$2.83M 1.31%
5,735
-4
11
$2.77M 1.29%
10,094
+76
12
$1.41M 0.66%
1,595
+10
13
$392K 0.18%
250
14
$195K 0.09%
925
+120
15
$50K 0.02%
+505
16
– –
-43,500