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
$190M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$109K
3
+$89.8K
4
AMZN icon
Amazon
AMZN
+$83K
5
V icon
Visa
V
+$350

Top Sells

1
+$1.74M
2
+$1.37M
3
+$1.29M
4
ADBE icon
Adobe
ADBE
+$1.11M
5
AAPL icon
Apple
AAPL
+$88.9K

Sector Composition

1 Technology 70.25%
2 Consumer Discretionary 14.36%
3 Communication Services 8.08%
4 Financials 5.98%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.9M 44.68%
226,250
-3,431
2
$32.7M 17.19%
147,083
-400
3
$27.3M 14.36%
143,478
+436
4
$15.4M 8.08%
98,296
+700
5
$5.83M 3.07%
41,718
+7,410
6
$4.49M 2.36%
8,433
-2,570
7
$4.28M 2.25%
25,080
8
$3.54M 1.86%
10,095
+1
9
$3.46M 1.82%
9,013
-2,891
10
$2.65M 1.39%
4,828
11
$2.35M 1.24%
21,725
-16,054
12
$1.6M 0.84%
1,690
+95
13
$468K 0.25%
250
14
$227K 0.12%
925
15
– –
-618