SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
-1.97%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$24.1M
AUM Growth
+$24.1M
(-83%)
Cap. Flow
-$114M
Cap. Flow
% of AUM
-472.46%
Top 10 Holdings %
Top 10 Hldgs %
89.46%
Holding
128
New
8
Increased
5
Reduced
12
Closed
23
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$14.1M |
| 2 |
Chevron
CVX
|
$321K |
| 3 |
Altria Group
MO
|
$164K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$136K |
| 5 |
Alibaba
BABA
|
$135K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 3.52% |
| 2 | Consumer Discretionary | 3.11% |
| 3 | Energy | 2.48% |
| 4 | Communication Services | 2.38% |
| 5 | Technology | 2.04% |
