SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$15.1M
3
+$9.95M
4
PG icon
Procter & Gamble
PG
+$7.52M
5
HRL icon
Hormel Foods
HRL
+$6.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 39.47%
2 Technology 14.41%
3 Healthcare 5.21%
4 Consumer Discretionary 0.6%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84K 0.08%
+1,000
27
$79K 0.07%
+1,683
28
$78K 0.07%
+1,175
29
$76K 0.07%
+1,175
30
$71K 0.07%
+2,000
31
$70K 0.07%
+472
32
$63K 0.06%
+480
33
$60K 0.06%
+2,284
34
$59K 0.06%
+410
35
$49K 0.05%
+248
36
$46K 0.04%
+481
37
$43K 0.04%
+1,298
38
$41K 0.04%
+1,060
39
$36K 0.03%
+500
40
$35K 0.03%
+338
41
$35K 0.03%
+639
42
$30K 0.03%
+932
43
$29K 0.03%
+806
44
$27K 0.03%
+600
45
$27K 0.03%
+750
46
$27K 0.03%
+410
47
$27K 0.03%
+500
48
$23K 0.02%
+427
49
$18K 0.02%
+375
50
$18K 0.02%
+570
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