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
76
$219K 0.06%
+1,064
77
$217K 0.06%
+1,487
78
$217K 0.06%
+4,694
79
$217K 0.06%
+6,220
80
$217K 0.06%
+958
81
$217K 0.06%
+2,616
82
$217K 0.06%
+1,267
83
$216K 0.06%
+3,378
84
$216K 0.06%
+4,757
85
$216K 0.06%
+14,750
86
$216K 0.06%
+1,177
87
$216K 0.06%
+14,050
88
$216K 0.06%
+2,703
89
$216K 0.06%
+1,905
90
$215K 0.06%
+4,567
91
$215K 0.06%
+2,041
92
$215K 0.06%
+3,521
93
$215K 0.06%
+813
94
$215K 0.06%
+1,393
95
$215K 0.06%
+902
96
$215K 0.06%
+4,066
97
$214K 0.06%
+3,381
98
$214K 0.06%
+6,718
99
$214K 0.06%
+1,952
100
$214K 0.06%
+1,233
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