SCA
Spearhead Capital Advisors Portfolio holdings
AUM
$92.3M
1-Year Est. Return
18.16%
1 Year Est. Return
-18.16%
AUM
$670M
AUM Growth
-$137M
(-17%)
Holding
217
Top Buys
| 1 | +$10.4M | |
| 2 | +$3.89M | |
| 3 | +$3.64M | |
| 4 |
Amazon
AMZN
|
+$2.18M |
| 5 |
Boeing
BA
|
+$2.14M |
Top Sells
| 1 | +$6.86M | |
| 2 | +$4.79M | |
| 3 | +$4.64M | |
| 4 |
AbbVie
ABBV
|
+$2.38M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.1M |
Sector Composition
| 1 | Technology | 15.61% |
| 2 | Healthcare | 12.77% |
| 3 | Financials | 10.61% |
| 4 | Consumer Staples | 9.53% |
| 5 | Consumer Discretionary | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Twilio
TWLO
$20.7B
| – | – |
-1,536
|
|
||
202
Twist Bioscience
TWST
$1.99B
| – | – |
-4,279
|
|
||
203
Vanguard Materials ETF
VAW
$2.68B
| – | – |
-1,087
|
|
||
204
Vericel Corp
VCEL
$1.77B
| – | – |
-7,858
|
|
||
205
Zoom
ZM
$26.1B
| – | – |
-1,709
|
|
||
|
SMAR
206
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-4,381
|
|
||
|
PLAN
207
DELISTED
Anaplan, Inc.
PLAN
| – | – |
-6,583
|
|
||
208
Guardant Health
GH
$11.7B
| – | – |
-3,350
|
|
||
209
General Motors
GM
$64.5B
| – | – |
-9,315
|
|
||
210
Health Catalyst
HCAT
$227M
| – | – |
-8,627
|
|
||
|
HIVE
211
HIVE Digital Technologies
HIVE
$1.2B
| – | – |
-4,120
|
|
||
212
HubSpot
HUBS
$25.9B
| – | – |
-575
|
|
||
213
MongoDB
MDB
$29.3B
| – | – |
-684
|
|
||
214
Cloudflare
NET
$88.7B
| – | – |
-2,821
|
|
||
215
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
| – | – |
-10,658
|
|
||
216
Okta
OKTA
$16.1B
| – | – |
-1,447
|
|
||
217
Zscaler
ZS
$52.4B
| – | – |
-1,271
|
|