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
$279M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.14M
3
+$2.98M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.4M

Top Sells

1
+$7.44M
2
+$3.33M
3
+$455K
4
SPGI icon
S&P Global
SPGI
+$374K
5
DOV icon
Dover
DOV
+$334K

Sector Composition

1 Consumer Staples 13.16%
2 Healthcare 8.32%
3 Industrials 7.43%
4 Financials 6.72%
5 Technology 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 1.05%
43,796
+521
52
$2.93M 1.05%
21,128
+1,694
53
$2.86M 1.02%
47,607
+4,174
54
$2.81M 1.01%
21,164
+1,816
55
$2.79M 1%
14,975
-263
56
$2.55M 0.91%
34,846
-4,566
57
$693K 0.25%
3,820
+1,200
58
$688K 0.25%
5,843
-741
59
$681K 0.24%
5,070
+439
60
$539K 0.19%
3,968
+262
61
$509K 0.18%
3,001
+363
62
$495K 0.18%
3,112
+230
63
$438K 0.16%
6,985
+206
64
$437K 0.16%
5,398
+200
65
$435K 0.16%
5,213
+232
66
$409K 0.15%
6,066
+914
67
$249K 0.09%
1,891
+193
68
$211K 0.08%
+21,000
69
$211K 0.08%
+21,000
70
$211K 0.08%
+21,000
71
$175K 0.06%
+17,500
72
$169K 0.06%
+1,140
73
$148K 0.05%
+714
74
$138K 0.05%
+4,011
75
$105K 0.04%
+10,500
1 2
3
4