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
126
$316K 0.04%
4,363
+63
127
$316K 0.04%
4,517
+102
128
$313K 0.04%
+644
129
$312K 0.04%
4,290
+381
130
$311K 0.04%
+2,845
131
$311K 0.04%
+7,536
132
$308K 0.04%
18,197
+122
133
$307K 0.04%
1,271
-1,028
134
$305K 0.04%
3,067
-150
135
$303K 0.04%
+684
136
$301K 0.04%
2,726
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137
$300K 0.04%
8,328
-917
138
$300K 0.04%
+7,858
139
$293K 0.04%
4,226
-2,345
140
$292K 0.04%
525
-334
141
$285K 0.04%
+20,148
142
$284K 0.04%
+821
143
$284K 0.04%
+3,560
144
$283K 0.04%
+3,225
145
$282K 0.03%
7,553
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146
$276K 0.03%
7,452
+1,915
147
$274K 0.03%
1,991
-747
148
$274K 0.03%
14,907
-7,647
149
$274K 0.03%
+2,432
150
$273K 0.03%
575
-479
4 5
6
7 8