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
$403M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.35M
3
+$1.31M
4
META icon
Meta Platforms (Facebook)
META
+$602K
5
CRM icon
Salesforce
CRM
+$560K

Top Sells

1
+$1.86M
2
+$1.52M
3
+$562K
4
OEF icon
iShares S&P 100 ETF
OEF
+$305K
5
GD icon
General Dynamics
GD
+$259K

Sector Composition

1 Consumer Staples 12.57%
2 Healthcare 10.62%
3 Technology 10.25%
4 Industrials 8.28%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.08%
4,757
77
$300K 0.07%
14,050
78
$296K 0.07%
+9,985
79
$274K 0.07%
4,300
80
$271K 0.07%
1,233
81
$270K 0.07%
2,441
-994
82
$264K 0.07%
2,703
83
$255K 0.06%
+4,220
84
$253K 0.06%
897
85
$249K 0.06%
+1,660
86
$248K 0.06%
2,958
+312
87
$248K 0.06%
4,066
88
$248K 0.06%
+2,110
89
$247K 0.06%
14,750
90
$247K 0.06%
5,155
+265
91
$243K 0.06%
1,177
92
$238K 0.06%
1,952
93
$233K 0.06%
1,905
94
$229K 0.06%
3,378
95
$229K 0.06%
3,521
96
$228K 0.06%
2,041
97
$227K 0.06%
1,267
98
$225K 0.06%
958
99
$224K 0.06%
2,409
+18
100
$222K 0.06%
3,581
+200
1 2 3
4
5