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SCA

Spearhead Capital Advisors Portfolio holdings

AUM $92.3M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$808M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$7.58M
3
+$5.32M
4
CRM icon
Salesforce
CRM
+$5.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.1M

Top Sells

1
+$11.3M
2
+$9.51M
3
+$9.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.11M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.95M

Sector Composition

1 Technology 16.68%
2 Healthcare 12.5%
3 Financials 10.48%
4 Consumer Staples 9.36%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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229
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232
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-54,545
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-16,876
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235
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236
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-4,547
237
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-254,772
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