SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
-6.97%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$131M
AUM Growth
-$26.7M
(-17%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-19.35%
Top 10 Holdings %
Top 10 Hldgs %
97.34%
Holding
142
New
9
Increased
4
Reduced
7
Closed
21
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$61M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$31.1M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$27.9M |
| 4 |
Vanguard Value ETF
VTV
|
$167K |
| 5 |
Boeing
BA
|
$77.3K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$49.1M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$31.9M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$20.6M |
| 4 |
SPDR NYSE Technology ETF
XNTK
|
$14.6M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$13.7M |
Sector Composition
| 1 | Consumer Staples | 0.87% |
| 2 | Energy | 0.64% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Industrials | 0.59% |
| 5 | Communication Services | 0.4% |
