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
$468M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.3M
3
+$7.58M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$7.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.73M

Top Sells

1
+$10.9M
2
+$8.19M
3
+$5.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$1.62M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.53M

Sector Composition

1 Technology 14.55%
2 Healthcare 12.52%
3 Consumer Staples 10.71%
4 Communication Services 9.23%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.1%
1,137
+132
77
$456K 0.1%
2,650
+356
78
$443K 0.09%
3,314
+1,406
79
$441K 0.09%
2,658
+1,108
80
$420K 0.09%
7,341
-2,312
81
$412K 0.09%
20,637
+8,857
82
$402K 0.09%
+1,833
83
$376K 0.08%
+3,433
84
$365K 0.08%
+1,316
85
$363K 0.08%
3,584
+504
86
$359K 0.08%
+11,867
87
$343K 0.07%
+2,616
88
$335K 0.07%
5,798
+2,168
89
$334K 0.07%
3,779
+620
90
$333K 0.07%
+9,391
91
$332K 0.07%
+2,494
92
$331K 0.07%
+1,768
93
$330K 0.07%
18,359
+4,906
94
$326K 0.07%
+2,943
95
$324K 0.07%
+7,960
96
$319K 0.07%
+1,408
97
$316K 0.07%
4,914
-3,948
98
$313K 0.07%
+1,562
99
$312K 0.07%
+1,096
100
$310K 0.07%
2,802
-639
2 3
4
5 6