SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
-15.81%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$670M
AUM Growth
+$670M
(-17%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
30.46%
Holding
217
New
24
Increased
36
Reduced
99
Closed
37
Top Buys
| 1 |
Amazon
AMZN
|
$16.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$10.4M |
| 3 |
Coinbase
COIN
|
$3.89M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.64M |
| 5 |
Boeing
BA
|
$2.14M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.86M |
| 2 |
Tesla
TSLA
|
$4.79M |
| 3 |
Chevron
CVX
|
$4.64M |
| 4 |
AbbVie
ABBV
|
$2.38M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$2.1M |
Sector Composition
| 1 | Technology | 15.61% |
| 2 | Healthcare | 12.77% |
| 3 | Financials | 10.61% |
| 4 | Consumer Staples | 9.53% |
| 5 | Consumer Discretionary | 8.04% |
