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
$123M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$197K
3
+$172K
4
KMB icon
Kimberly-Clark
KMB
+$153K
5
BUD icon
AB InBev
BUD
+$86.6K

Top Sells

1
+$186K
2
+$104K
3
+$69.6K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.6K
5
WFC icon
Wells Fargo
WFC
+$49.3K

Sector Composition

1 Consumer Staples 3.9%
2 Communication Services 1.28%
3 Energy 0.75%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$134K 0.11%
1,465
27
$133K 0.11%
1,220
28
$132K 0.11%
1,750
29
$127K 0.1%
3,457
30
$107K 0.09%
2,835
31
$83K 0.07%
898
32
$83K 0.07%
1,250
+315
33
$80K 0.07%
1,000
34
$75K 0.06%
2,000
35
$69K 0.06%
480
36
$58K 0.05%
409
37
$56K 0.05%
335
38
$54K 0.04%
+325
39
$53K 0.04%
830
40
$43K 0.03%
481
41
$40K 0.03%
820
42
$37K 0.03%
960
-1,520
43
$35K 0.03%
295
44
$28K 0.02%
639
-1,125
45
$27K 0.02%
678
46
$26K 0.02%
427
47
$26K 0.02%
+240
48
$24K 0.02%
620
49
$18K 0.01%
444
50
$18K 0.01%
344
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