SCA

Sander Capital Advisors Portfolio holdings

AUM $173M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$858K
3
+$34.5K
4
V icon
Visa
V
+$32.9K
5
JPM icon
JPMorgan Chase
JPM
+$4.46K

Top Sells

1
+$4.37M
2
+$3.49M
3
+$705K
4
PANW icon
Palo Alto Networks
PANW
+$142K
5
AMZN icon
Amazon
AMZN
+$29.4K

Sector Composition

1 Technology 73.02%
2 Consumer Discretionary 12.93%
3 Communication Services 10.42%
4 Financials 2.97%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 47.81%
220,257
+1,682
2
$31.2M 13.08%
122,529
-19,329
3
$30.8M 12.93%
140,481
-130
4
$24.9M 10.42%
102,126
-3,355
5
$23.7M 9.95%
84,417
+18,880
6
$4.94M 2.07%
24,270
-740
7
$3.51M 1.47%
10,270
+95
8
$2.81M 1.18%
4,938
+60
9
$1.57M 0.66%
1,693
+3
10
$478K 0.2%
250
11
$297K 0.12%
940
+15
12
$253K 0.11%
1,355
13
– –
-9,013