We are live on ! Find out more
SCA

Spearhead Capital Advisors Portfolio holdings

AUM $92.3M
1-Year Est. Return 18.16%
This Fund
S&P 500
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
+$9.46M
2
+$7.58M
3
+$5.32M
4
CRM icon
Salesforce
CRM
+$5.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.1M

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
+$2.95M

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
201
– –
-689
202
– –
-2,297
203
– –
-1,456
204
– –
-60,693
205
– –
-4,020
206
– –
-2,565
207
– –
-24,303
208
– –
-27,904
209
– –
-124
210
– –
-6,619
211
– –
-11,908
212
– –
-3,359
213
– –
-60,857
214
– –
-1,996
215
– –
-1,872
216
– –
-8,620
217
– –
-28,421
218
– –
-3,185
219
– –
-2,222
220
– –
-3,824
221
– –
-12,022
222
– –
-4,876
223
– –
-8,106
224
– –
-12,929
225
– –
-2,992
6 7 8
9
10