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

Top Buys

1
+$14.2M
2
+$11.7M
3
+$10.6M
4
ADBE icon
Adobe
ADBE
+$10.3M
5
V icon
Visa
V
+$10.2M

Top Sells

1
+$15.6M
2
+$15.3M
3
+$9.49M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$8.14M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.56M

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
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129
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130
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131
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-958
132
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133
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134
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135
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136
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137
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-346,235
138
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-2,409
2 3 4 5
6