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
$808M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$7.19M
3
+$5.04M
4
CRM icon
Salesforce
CRM
+$4.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

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
+$2.96M

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
26
$10.9M 1.35%
107,790
-11,422
27
$10.7M 1.33%
22,737
+772
28
$10.7M 1.33%
70,184
+355
29
$10.4M 1.28%
61,887
+1,454
30
$10.3M 1.28%
208,302
+8,661
31
$10.3M 1.27%
57,934
+3,055
32
$10.2M 1.26%
41,104
+868
33
$10.1M 1.25%
123,897
+7,827
34
$10.1M 1.25%
119,850
-16,144
35
$9.79M 1.21%
62,397
-521
36
$9.75M 1.21%
23,765
+783
37
$9.64M 1.19%
32,217
+518
38
$9.57M 1.19%
12,526
+464
39
$9.5M 1.18%
53,984
-569
40
$9.37M 1.16%
48,926
+17,863
41
$9.36M 1.16%
37,499
+579
42
$9.33M 1.16%
43,974
+1,711
43
$9.19M 1.14%
+48,405
44
$9.14M 1.13%
77,198
+3,053
45
$8.77M 1.09%
64,361
+3,053
46
$8.73M 1.08%
19,235
+9,167
47
$8.59M 1.06%
94,474
+14,566
48
$8.34M 1.03%
146,694
+8,873
49
$7.99M 0.99%
45,277
+2,310
50
$7.58M 0.94%
54,247
+3,479
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