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
$468M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.3M
3
+$7.58M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$7.2M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.73M

Top Sells

1
+$10.9M
2
+$8.19M
3
+$5.21M
4
VIS icon
Vanguard Industrials ETF
VIS
+$1.62M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.53M

Sector Composition

1 Technology 14.55%
2 Healthcare 12.52%
3 Consumer Staples 10.71%
4 Communication Services 9.23%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.07%
+2,950
102
$307K 0.07%
+2,213
103
$306K 0.07%
+1,307
104
$304K 0.06%
+4,143
105
$303K 0.06%
12,894
+2,747
106
$303K 0.06%
+970
107
$302K 0.06%
4,347
108
$300K 0.06%
+5,378
109
$297K 0.06%
+4,317
110
$288K 0.06%
+2,914
111
$284K 0.06%
+2,054
112
$282K 0.06%
+1,906
113
$282K 0.06%
+1,758
114
$279K 0.06%
+2,408
115
$279K 0.06%
+1,696
116
$278K 0.06%
21,886
+4,687
117
$275K 0.06%
16,337
+3,219
118
$271K 0.06%
+3,267
119
$271K 0.06%
+1,207
120
$270K 0.06%
+2,182
121
$265K 0.06%
+8,955
122
$263K 0.06%
+1,044
123
$257K 0.05%
+10,844
124
$257K 0.05%
+1,763
125
$257K 0.05%
2,129
-698
3 4
5
6 7