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
$342M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$695K
3
+$577K
4
HRL icon
Hormel Foods
HRL
+$562K
5
MMM icon
3M
MMM
+$493K

Top Sells

1
+$5.29M
2
+$3.35M
3
+$3.33M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.24M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.59M

Sector Composition

1 Consumer Staples 13.39%
2 Healthcare 9.59%
3 Industrials 8.81%
4 Technology 7.73%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.77M 1.1%
98,160
+15,041
52
$3.73M 1.09%
15,269
+1,886
53
$3.71M 1.09%
51,072
+6,712
54
$3.65M 1.07%
25,202
+3,399
55
$3.46M 1.01%
86,141
+10,540
56
$3.28M 0.96%
+60,206
57
$1.21M 0.35%
10,213
+542
58
$1.11M 0.33%
7,471
+347
59
$1.04M 0.3%
7,125
+371
60
$913K 0.27%
4,331
+140
61
$892K 0.26%
5,126
+320
62
$852K 0.25%
4,751
+202
63
$785K 0.23%
11,370
+654
64
$522K 0.15%
6,017
+296
65
$458K 0.13%
3,572
+201
66
$396K 0.12%
2,638
+357
67
$356K 0.1%
3,963
+669
68
$353K 0.1%
4,085
+698
69
$349K 0.1%
5,293
+923
70
$323K 0.09%
+19,888
71
$288K 0.08%
3,385
+228
72
$268K 0.08%
+4,890
73
$242K 0.07%
+882
74
$238K 0.07%
4,300
75
$225K 0.07%
+648
1 2
3
4 5