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
$808M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$7.19M
3
+$5.04M
4
CRM icon
Salesforce
CRM
+$4.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Top Sells

1
+$11.3M
2
+$9.51M
3
+$9.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.11M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.96M

Sector Composition

1 Technology 16.68%
2 Healthcare 12.5%
3 Financials 10.48%
4 Consumer Staples 9.36%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.05%
+6,483
102
$395K 0.05%
+1,119
103
$393K 0.05%
6,808
-3,997
104
$392K 0.05%
+7,051
105
$392K 0.05%
2,275
+744
106
$372K 0.05%
+8,755
107
$372K 0.05%
+6,390
108
$368K 0.05%
+5,380
109
$367K 0.05%
+17,320
110
$361K 0.04%
+9,957
111
$360K 0.04%
1,584
-487
112
$355K 0.04%
2,177
-905
113
$355K 0.04%
+15,669
114
$352K 0.04%
+2,321
115
$348K 0.04%
+1,677
116
$342K 0.04%
5,764
+100
117
$338K 0.04%
2,821
-2,885
118
$334K 0.04%
+7,437
119
$334K 0.04%
3,250
+353
120
$333K 0.04%
+6,184
121
$328K 0.04%
4,203
-12
122
$326K 0.04%
+5,204
123
$325K 0.04%
+9,497
124
$322K 0.04%
1,254
-824
125
$316K 0.04%
2,472
-2,116
3 4
5
6 7