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
$298M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.97M
3
+$1.04M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$313K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$257K

Top Sells

1
+$3.11M
2
+$530K
3
+$438K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$437K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$435K

Sector Composition

1 Consumer Staples 12.27%
2 Healthcare 10.08%
3 Industrials 7.95%
4 Technology 6.74%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-21,000
77
– –
-5,398
78
– –
-29,515
1 2 3
4