SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
-12%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-22%)
Cap. Flow
-$35.3M
Cap. Flow
% of AUM
-15.15%
Top 10 Holdings %
Top 10 Hldgs %
44.38%
Holding
69
New
3
Increased
9
Reduced
43
Closed
14
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$29.7M |
| 2 |
Vanguard Industrials ETF
VIS
|
$8.03M |
| 3 |
Schwab International Equity ETF
SCHF
|
$3.97M |
| 4 |
Home Depot
HD
|
$3.41M |
| 5 |
Vanguard Total Bond Market
BND
|
$310K |
Top Sells
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$11.5M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$11.2M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$11.1M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$11M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.56M |
Sector Composition
| 1 | Consumer Staples | 13.97% |
| 2 | Healthcare | 10.91% |
| 3 | Industrials | 7.76% |
| 4 | Technology | 7.02% |
| 5 | Consumer Discretionary | 6.35% |
