SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
+23.6%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$468M
AUM Growth
+$468M
(+35%)
Cap. Flow
+$54.3M
Cap. Flow
% of AUM
11.59%
Top 10 Holdings %
Top 10 Hldgs %
32.14%
Holding
164
New
62
Increased
72
Reduced
21
Closed
6
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$14.8M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$10.3M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$7.58M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$7.2M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$4.73M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$10.9M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$8.19M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$5.21M |
| 4 |
Vanguard Industrials ETF
VIS
|
$1.62M |
| 5 |
Vanguard Energy ETF
VDE
|
$1.53M |
Sector Composition
| 1 | Technology | 14.55% |
| 2 | Healthcare | 12.52% |
| 3 | Consumer Staples | 10.71% |
| 4 | Communication Services | 9.23% |
| 5 | Financials | 9.04% |
