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SCA

Spearhead Capital Advisors Portfolio holdings

AUM $92.3M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$7.88M
3
+$4.36M
4
AMZN icon
Amazon
AMZN
+$2.56M
5
DIS icon
Walt Disney
DIS
+$2.43M

Top Sells

1
+$7.45M
2
+$5.3M
3
+$4.79M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.29M

Sector Composition

1 Technology 15.61%
2 Healthcare 12.77%
3 Financials 10.61%
4 Consumer Staples 9.53%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITCI
101
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$365K 0.05%
6,401
-82
KO icon
102
Coca-Cola
KO
$343B
$363K 0.05%
+5,776
IDLV icon
103
Invesco S&P International Developed Low Volatility ETF
IDLV
$339M
$357K 0.05%
8,096
-1,580
SMMD icon
104
iShares Russell 2500 ETF
SMMD
$3.46B
$354K 0.05%
6,849
OTIS icon
105
Otis Worldwide
OTIS
$27.9B
$353K 0.05%
+4,999
CL icon
106
Colgate-Palmolive
CL
$72.5B
$353K 0.05%
+4,408
IEFA icon
107
iShares Core MSCI EAFE ETF
IEFA
$184B
$346K 0.05%
5,873
IEMG icon
108
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$346K 0.05%
7,051
VFH icon
109
Vanguard Financials ETF
VFH
$12.8B
$336K 0.05%
4,347
-268
CARR icon
110
Carrier Global
CARR
$57.7B
$332K 0.05%
+9,317
MTD icon
111
Mettler-Toledo International
MTD
$22.7B
$325K 0.05%
+283
VGSH icon
112
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$325K 0.05%
5,522
-242
EXEL icon
113
Exelixis
EXEL
$13.1B
$322K 0.05%
15,462
-207
CELH icon
114
Celsius Holdings
CELH
$7.75B
$320K 0.05%
14,697
-210
MIDD icon
115
Middleby
MIDD
$7.4B
$318K 0.05%
+2,538
VOX icon
116
Vanguard Communication Services ETF
VOX
$5.62B
$317K 0.05%
3,374
-92
SWAV
117
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$316K 0.05%
1,654
-23
ALNY icon
118
Alnylam Pharmaceuticals
ALNY
$37.2B
$314K 0.05%
2,151
-26
SO icon
119
Southern Company
SO
$104B
$311K 0.05%
4,363
FDS icon
120
Factset
FDS
$8.38B
$308K 0.05%
+802
BE icon
121
Bloom Energy
BE
$81B
$307K 0.05%
18,622
EMXC icon
122
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$305K 0.05%
6,390
TENB icon
123
Tenable Holdings
TENB
$2.95B
$305K 0.05%
6,724
-84
IRTC icon
124
iRhythm Holdings
IRTC
$3.33B
$302K 0.05%
2,800
-58
FTNT icon
125
Fortinet
FTNT
$104B
$301K 0.04%
5,315
-65
3 4
5
6 7