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
101
$218K 0.05%
4,567
102
$213K 0.05%
+6,718
103
$212K 0.05%
16,640
-3,504
104
$208K 0.05%
1,487
105
$207K 0.05%
+629
106
$202K 0.05%
+2,552
107
$202K 0.05%
+1,393
108
$202K 0.05%
+1,414
109
$138K 0.03%
11,907
-923
110
– –
-902
111
– –
-6,220
1 2 3 4
5