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
151
$272K 0.03%
+7,403
152
$270K 0.03%
+3,663
153
$268K 0.03%
48,770
-18,428
154
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155
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156
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+4,056
157
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158
$263K 0.03%
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159
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161
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162
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163
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1,536
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164
$250K 0.03%
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165
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166
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167
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168
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169
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170
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3,804
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171
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1,357
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172
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9,930
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173
$230K 0.03%
+21,263
174
$229K 0.03%
+8,892
175
$228K 0.03%
11,011
-3,446
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7
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