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
$219M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.27M
3
+$28.4K
4
MA icon
Mastercard
MA
+$28.1K

Top Sells

1
+$4.49M
2
+$3.82M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$1.07M
5
AMZN icon
Amazon
AMZN
+$629K

Sector Composition

1 Technology 73.39%
2 Consumer Discretionary 14.07%
3 Communication Services 8.53%
4 Financials 3.25%
5 Consumer Staples 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.85T
$109M 49.57%
218,575
-7,675
AMZN icon
2
Amazon
AMZN
$2.61T
$30.8M 14.07%
140,611
-2,867
AAPL icon
3
Apple
AAPL
$4T
$29.1M 13.27%
141,858
-5,225
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.4T
$18.7M 8.53%
105,481
+7,185
ORCL icon
5
Oracle
ORCL
$749B
$14.3M 6.53%
65,537
+23,819
PANW icon
6
Palo Alto Networks
PANW
$149B
$5.12M 2.33%
25,010
-70
V icon
7
Visa
V
$659B
$3.61M 1.65%
10,175
+80
ADBE icon
8
Adobe
ADBE
$142B
$3.49M 1.59%
9,013
MA icon
9
Mastercard
MA
$496B
$2.74M 1.25%
4,878
+50
COST icon
10
Costco
COST
$404B
$1.67M 0.76%
1,690
AUB icon
11
Atlantic Union Bankshares
AUB
$4.61B
$499K 0.23%
250
JPM icon
12
JPMorgan Chase
JPM
$847B
$268K 0.12%
925
NVDA icon
13
NVIDIA
NVDA
$4.93T
$214K 0.1%
1,355
-20,370
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.03T
– –
-8,433