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
$279M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$3.14M
3 +$2.98M
4
ADP icon
Automatic Data Processing
ADP
+$2.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.4M

Top Sells

1 +$7.44M
2 +$3.33M
3 +$455K
4
SPGI icon
S&P Global
SPGI
+$374K
5
DOV icon
Dover
DOV
+$334K

Sector Composition

1 Consumer Staples 13.16%
2 Healthcare 8.32%
3 Industrials 7.43%
4 Financials 6.72%
5 Technology 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-55,543