SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
+6.62%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.76%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$19.5M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$17.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.4M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$8.53M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$8.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 13.49% |
| 2 | Industrials | 8.69% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 6.43% |
| 5 | Consumer Discretionary | 5.18% |
