SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
+5.22%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$677M
AUM Growth
+$677M
(+7.6%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
30.54%
Holding
223
New
55
Increased
84
Reduced
41
Closed
38
Top Buys
| 1 |
Roper Technologies
ROP
|
$9.09M |
| 2 |
Costco
COST
|
$8.8M |
| 3 |
Consolidated Edison
ED
|
$3.24M |
| 4 |
Procter & Gamble
PG
|
$2.85M |
| 5 |
Hormel Foods
HRL
|
$2.22M |
Top Sells
| 1 |
AT&T
T
|
$9.9M |
| 2 |
Coca-Cola
KO
|
$6.3M |
| 3 |
General Dynamics
GD
|
$5.97M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.66M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$4.25M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Healthcare | 12.64% |
| 3 | Consumer Staples | 11.38% |
| 4 | Financials | 9.76% |
| 5 | Communication Services | 7.54% |
