SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
-1.05%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$750M
AUM Growth
+$750M
(+2.1%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
32.25%
Holding
203
New
12
Increased
82
Reduced
87
Closed
19
Top Buys
| 1 |
Realty Income
O
|
$17.8M |
| 2 |
Amazon
AMZN
|
$5.3M |
| 3 |
Visa
V
|
$4.45M |
| 4 |
Walt Disney
DIS
|
$4.33M |
| 5 |
Microsoft
MSFT
|
$3.05M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$9.32M |
| 2 |
Healthpeak Properties
DOC
|
$9.02M |
| 3 |
Hormel Foods
HRL
|
$8.4M |
| 4 |
Consolidated Edison
ED
|
$8.24M |
| 5 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$3.89M |
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 10.9% |
| 4 | Consumer Staples | 9.98% |
| 5 | Communication Services | 8.47% |
