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
$158M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$309K
3
+$231K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.9K
5
PGX icon
Invesco Preferred ETF
PGX
+$71K

Top Sells

1
+$326K
2
+$322K
3
+$191K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$148K
5
T icon
AT&T
T
+$55K

Sector Composition

1 Energy 0.91%
2 Consumer Staples 0.74%
3 Industrials 0.55%
4 Consumer Discretionary 0.49%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$127K 0.08%
2,252
27
$123K 0.08%
2,586
28
$121K 0.08%
735
29
$117K 0.07%
998
30
$116K 0.07%
3,100
31
$116K 0.07%
6,365
+900
32
$113K 0.07%
885
33
$108K 0.07%
1,269
-3,826
34
$107K 0.07%
1,075
35
$102K 0.06%
905
36
$100K 0.06%
1,865
37
$92K 0.06%
920
38
$83K 0.05%
1,095
39
$80K 0.05%
1,170
40
$78K 0.05%
859
41
$72K 0.05%
758
42
$70K 0.04%
238
43
$62K 0.04%
1,040
44
$60K 0.04%
820
45
$59K 0.04%
1,110
46
$59K 0.04%
325
47
$53K 0.03%
386
48
$45K 0.03%
458
49
$45K 0.03%
995
50
$44K 0.03%
213
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