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
101
$212K 0.06%
2,420
+107
102
$204K 0.06%
+1,626
103
$202K 0.06%
+1,482
104
$202K 0.06%
+4,363
105
$65K 0.02%
+12,418
106
– –
-52,887
1 2 3 4
5