SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
This Quarter Return
+8.59%
1 Year Return
-18.16%
3 Year Return
+25.24%
5 Year Return
+54.04%
10 Year Return
–
AUM
$828M
AUM Growth
+$828M
(+10%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
31.95%
Holding
189
New
5
Increased
153
Reduced
15
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
$4.53M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.42M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$3.19M |
| 4 |
Vanguard Industrials ETF
VIS
|
$1.79M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.45M |
Top Sells
| 1 |
Walt Disney
DIS
|
$2.6M |
| 2 |
Boeing
BA
|
$1.99M |
| 3 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$409K |
| 4 |
Topgolf Callaway Brands
MODG
|
$394K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$379K |
Sector Composition
| 1 | Technology | 16.71% |
| 2 | Healthcare | 11.98% |
| 3 | Financials | 10.42% |
| 4 | Consumer Staples | 10.14% |
| 5 | Consumer Discretionary | 8.7% |
