SCA

Spearhead Capital Advisors Portfolio holdings

AUM $92.3M
1-Year Est. Return 18.16%
This Quarter Est. Return
1 Year Est. Return
-18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$695K
3
+$577K
4
HRL icon
Hormel Foods
HRL
+$562K
5
MMM icon
3M
MMM
+$493K

Top Sells

1
+$5.29M
2
+$3.35M
3
+$3.33M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.24M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.59M

Sector Composition

1 Consumer Staples 13.39%
2 Healthcare 9.59%
3 Industrials 8.81%
4 Technology 7.73%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.34%
34,812
+1,219
27
$4.51M 1.32%
19,784
+700
28
$4.47M 1.31%
29,253
+1,242
29
$4.42M 1.29%
45,423
+2,238
30
$4.41M 1.29%
62,309
+2,643
31
$4.4M 1.29%
50,159
+2,404
32
$4.38M 1.28%
85,912
+4,811
33
$4.36M 1.28%
49,931
-480
34
$4.35M 1.27%
30,083
+2,056
35
$4.35M 1.27%
28,395
+1,519
36
$4.33M 1.27%
34,802
+2,041
37
$4.33M 1.27%
28,688
+1,446
38
$4.31M 1.26%
17,529
+837
39
$4.31M 1.26%
36,911
+1,872
40
$4.24M 1.24%
104,674
+13,873
41
$4.23M 1.24%
47,826
+1,764
42
$4.23M 1.24%
9,009
+722
43
$4.22M 1.23%
30,290
+1,925
44
$4.19M 1.23%
62,787
+4,160
45
$4.16M 1.22%
37,188
+2,617
46
$4.14M 1.21%
54,031
+3,575
47
$4.07M 1.19%
11,186
+878
48
$4.05M 1.19%
22,275
+2,256
49
$3.96M 1.16%
21,477
+1,788
50
$3.94M 1.15%
135,848
+10,379
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