SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
+6.89%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$298M
AUM Growth
+$298M
(+6.8%)
Cap. Flow
+$6.36M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
40.72%
Holding
78
New
3
Increased
57
Reduced
6
Closed
12
Top Buys
| 1 |
Abbott
ABT
|
$3.94M |
| 2 |
AT&T
T
|
$2.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.04M |
| 4 |
Vanguard Communication Services ETF
VOX
|
$313K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$257K |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$3.11M |
| 2 |
Apple
AAPL
|
$530K |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$438K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$437K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$435K |
Sector Composition
| 1 | Consumer Staples | 12.27% |
| 2 | Healthcare | 10.08% |
| 3 | Industrials | 7.95% |
| 4 | Technology | 6.74% |
| 5 | Financials | 6.68% |
