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
$134M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.97M
3
+$7.34M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.33M

Top Sells

1
+$6.97M
2
+$2.45M
3
+$184K
4
VZ icon
Verizon
VZ
+$168K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$86.9K

Sector Composition

1 Consumer Staples 1.04%
2 Consumer Discretionary 0.43%
3 Industrials 0.32%
4 Utilities 0.25%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76K 0.06%
1,020
-1,020
27
$75K 0.06%
1,087
28
$74K 0.06%
925
-87,180
29
$71K 0.05%
1,520
-1,860
30
$69K 0.05%
664
-25
31
$62K 0.05%
1,170
32
$53K 0.04%
409
33
$53K 0.04%
1,375
34
$51K 0.04%
386
35
$50K 0.04%
655
-11
36
$41K 0.03%
+458
37
$41K 0.03%
820
38
$41K 0.03%
746
39
$40K 0.03%
820
40
$39K 0.03%
529
-330
41
$34K 0.03%
780
42
$31K 0.02%
620
43
$21K 0.02%
120
-16
44
$21K 0.02%
167
-371
45
$20K 0.01%
100
-7
46
$19K 0.01%
+225
47
$19K 0.01%
172
48
$19K 0.01%
344
49
$17K 0.01%
384
50
$16K 0.01%
150
1
2
3 4