SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
1-Year Est. Return
18.16%
1 Year Est. Return
-18.16%
AUM
$92.3M
AUM Growth
-$578M
(-86%)
Holding
182
Top Buys
| 1 | +$4.01M | |
| 2 | +$294K | |
| 3 | +$98.4K | |
| 4 |
AutoZone
AZO
|
+$45K |
| 5 |
Moody's
MCO
|
+$43.8K |
Top Sells
| 1 | +$25.2M | |
| 2 | +$20.8M | |
| 3 | +$20M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$18.5M |
| 5 |
Automatic Data Processing
ADP
|
+$17.5M |
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
Monolithic Power Systems
MPWR
$48.1B
| – | – |
-635
|
|
||
177
Moderna
MRNA
$10.6B
| – | – |
-1,795
|
|
||
178
iShares MSCI USA Momentum Factor ETF
MTUM
$19.3B
| – | – |
-18,557
|
|
||
179
Microvision
MVIS
$352M
| – | – |
-21,594
|
|
||
180
NextEra Energy
NEE
$170B
| – | – |
-3,018
|
|
||
181
Vanguard Information Technology ETF
VGT
$114B
| – | – |
-2,688
|
|
||
182
Vanguard Health Care ETF
VHT
$16.1B
| – | – |
-2,527
|
|