SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+0.07%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$123M
AUM Growth
+$1.24M
(+1%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.98%
Top 10 Holdings %
Top 10 Hldgs %
94.65%
Holding
78
New
3
Increased
16
Reduced
6
Closed
4
Top Buys
| 1 |
Coca-Cola
KO
|
$283K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$197K |
| 3 |
Microsoft
MSFT
|
$172K |
| 4 |
Kimberly-Clark
KMB
|
$153K |
| 5 |
AB InBev
BUD
|
$86.6K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$186K |
| 2 |
iShares Core High Dividend ETF
HDV
|
$104K |
| 3 |
Altria Group
MO
|
$69.6K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$58.6K |
| 5 |
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% |
