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
$129M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$7.63M
3
+$6.43M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.05M

Top Sells

1
+$24.6M
2
+$7.91M
3
+$5.48M
4
PM icon
Philip Morris
PM
+$933K
5
KO icon
Coca-Cola
KO
+$659K

Sector Composition

1 Consumer Staples 0.98%
2 Energy 0.77%
3 Consumer Discretionary 0.46%
4 Industrials 0.28%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$62K 0.05%
409
27
$60K 0.05%
1,520
+560
28
$59K 0.05%
830
29
$56K 0.04%
+600
30
$56K 0.04%
481
31
$49K 0.04%
789
-4,355
32
$45K 0.03%
+203
33
$45K 0.03%
820
34
$42K 0.03%
575
-1,175
35
$35K 0.03%
780
-5,678
36
$35K 0.03%
639
37
$34K 0.03%
295
38
$31K 0.02%
+200
39
$29K 0.02%
+183
40
$24K 0.02%
620
41
$24K 0.02%
485
-3,799
42
$20K 0.02%
344
43
$18K 0.01%
172
44
$15K 0.01%
200
+100
45
$15K 0.01%
181
46
$13K 0.01%
+400
47
$13K 0.01%
3,085
48
$12K 0.01%
364
-7
49
$12K 0.01%
+210
50
$10K 0.01%
60
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