SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
1-Year Est. Return
18.16%
This Fund
S&P 500
1 Year Est. Return
-18.16%
AUM
$92.3M
AUM Growth
-$578M
(-86%)
Holding
182
Top Buys
| 1 | +$4.48M | |
| 2 | +$305K | |
| 3 | +$102K | |
| 4 |
Moody's
MCO
|
+$52.3K |
| 5 |
NNDM
Nano Dimension
NNDM
|
+$45.8K |
Top Sells
| 1 | +$28M | |
| 2 | +$22.8M | |
| 3 | +$22.2M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$20.6M |
| 5 |
Apple
AAPL
|
+$18.3M |
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Healthcare | 14.68% |
| 3 | Financials | 10.59% |
| 4 | Consumer Discretionary | 8.79% |
| 5 | Consumer Staples | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$468M
| – | – |
-11,940
|
|
||
177
Repligen
RGEN
$6.62B
| – | – |
-1,365
|
|
||
178
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.3B
| – | – |
-9,348
|
|
||
179
iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
| – | – |
-2,726
|
|
||
180
Sarepta Therapeutics
SRPT
$1.8B
| – | – |
-3,259
|
|
||
181
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.95B
| – | – |
-4,414
|
|
||
182
Vanguard Extended Market ETF
VXF
$25.3B
| – | – |
-3,050
|
|