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
$347M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.63M
3
+$8.95M
4
V icon
Visa
V
+$8.75M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$8.19M

Top Sells

1
+$15.3M
2
+$11.8M
3
+$7.54M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$5.96M
5
LEG icon
Leggett & Platt
LEG
+$5.6M

Sector Composition

1 Technology 13.05%
2 Healthcare 12.75%
3 Consumer Staples 11.97%
4 Financials 10.38%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98K 0.03%
+12,233
102
$96K 0.03%
+13,453
103
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-2,409
104
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-1,414
105
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106
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107
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108
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109
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-958
110
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-3,581
111
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-9,985
112
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113
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114
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115
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-2,703
116
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117
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118
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119
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120
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-3,784
122
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-346,235
123
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-1,660
124
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125
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-2,110
2 3 4
5
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