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
126
$256K 0.05%
+11,743
127
$255K 0.05%
+10,205
128
$252K 0.05%
+869
129
$249K 0.05%
+2,042
130
$249K 0.05%
4,955
-30,482
131
$245K 0.05%
+790
132
$245K 0.05%
+4,037
133
$243K 0.05%
+5,019
134
$240K 0.05%
+5,423
135
$239K 0.05%
+6,400
136
$237K 0.05%
+2,721
137
$237K 0.05%
+24,920
138
$235K 0.05%
14,139
+2,980
139
$232K 0.05%
+1,659
140
$232K 0.05%
+4,552
141
$231K 0.05%
+643
142
$230K 0.05%
+2,684
143
$228K 0.05%
+2,627
144
$223K 0.05%
4,300
145
$221K 0.05%
+2,809
146
$220K 0.05%
+12,669
147
$218K 0.05%
+3,705
148
$218K 0.05%
+3,632
149
$217K 0.05%
+5,684
150
$215K 0.05%
+784
3 4 5
6
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