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
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.6M
3
+$11.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$8.53M
5
VBK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.53%
+14,932
52
$1.03M 0.5%
+5,939
53
$980K 0.48%
+8,786
54
$576K 0.28%
+3,522
55
$560K 0.27%
+14,672
56
$363K 0.18%
+1,831
57
$361K 0.18%
+7,619
58
$356K 0.17%
+6,057
59
$226K 0.11%
+2,020
60
$213K 0.1%
+2,443
61
$212K 0.1%
+2,526
62
$211K 0.1%
+3,301
63
$205K 0.1%
+1,402
1 2
3