SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

1 +$59M
2 +$19.4M
3 +$11.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.43M

Sector Composition

1 Consumer Staples 1.4%
2 Communication Services 0.79%
3 Consumer Discretionary 0.67%
4 Industrials 0.45%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$80K 0.08%
2,030
+30
27
$74K 0.07%
689
-3,175
28
$72K 0.07%
1,087
+298
29
$65K 0.06%
538
+57
30
$65K 0.06%
+296
31
$63K 0.06%
859
+29
32
$62K 0.06%
+1,068
33
$62K 0.06%
+1,170
34
$58K 0.06%
+1,612
35
$58K 0.06%
409
36
$52K 0.05%
+666
37
$51K 0.05%
+1,375
38
$51K 0.05%
+1,500
39
$50K 0.05%
+1,125
40
$48K 0.05%
386
+91
41
$43K 0.04%
820
42
$42K 0.04%
746
+107
43
$36K 0.04%
+820
44
$34K 0.03%
780
45
$28K 0.03%
+200
46
$28K 0.03%
620
47
$22K 0.02%
+136
48
$19K 0.02%
107
-93
49
$19K 0.02%
344
50
$18K 0.02%
+10