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
$359M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$765K
3
+$742K
4
OEF icon
iShares S&P 100 ETF
OEF
+$738K
5
ABBV icon
AbbVie
ABBV
+$584K

Top Sells

1
+$4.31M
2
+$946K
3
+$560K
4
SPGI icon
S&P Global
SPGI
+$488K
5
PG icon
Procter & Gamble
PG
+$459K

Sector Composition

1 Consumer Staples 13.31%
2 Healthcare 9.73%
3 Technology 9.42%
4 Industrials 8.83%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,393
102
– –
-36,911
103
– –
-4,694
104
– –
-1,482
105
– –
-648
106
– –
-1,064
107
– –
-1,626
108
– –
-4,363
109
– –
-6,718
1 2 3 4
5