SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
-5.97%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$808M
AUM Growth
+$808M
(-2.5%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
31.44%
Holding
237
New
60
Increased
71
Reduced
60
Closed
44
Top Buys
| 1 |
Coinbase
COIN
|
$9.19M |
| 2 |
Walt Disney
DIS
|
$7.19M |
| 3 |
Adobe
ADBE
|
$5.04M |
| 4 |
Salesforce
CRM
|
$4.95M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$4.16M |
Top Sells
| 1 |
Bank of America
BAC
|
$11.3M |
| 2 |
Clorox
CLX
|
$9.51M |
| 3 |
3M
MMM
|
$9.01M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.11M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.96M |
Sector Composition
| 1 | Technology | 16.68% |
| 2 | Healthcare | 12.5% |
| 3 | Financials | 10.48% |
| 4 | Consumer Staples | 9.36% |
| 5 | Consumer Discretionary | 8.21% |
