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
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$9.52M
3
+$8.06M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.82M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.15M

Top Sells

1
+$31.1M
2
+$134K
3
+$57K
4
CVX icon
Chevron
CVX
+$52.3K
5
PG icon
Procter & Gamble
PG
+$51.3K

Sector Composition

1 Consumer Staples 0.85%
2 Industrials 0.79%
3 Consumer Discretionary 0.7%
4 Energy 0.57%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$111K 0.07%
310
27
$110K 0.07%
1,865
28
$108K 0.07%
1,840
+800
29
$106K 0.07%
1,075
30
$104K 0.07%
272
-25
31
$104K 0.07%
543
+455
32
$93K 0.06%
1,095
33
$89K 0.06%
859
34
$87K 0.06%
645
+570
35
$83K 0.05%
480
+413
36
$76K 0.05%
945
-324
37
$73K 0.05%
1,170
38
$61K 0.04%
758
39
$61K 0.04%
605
40
$59K 0.04%
1,110
41
$53K 0.03%
+2,218
42
$52K 0.03%
+425
43
$51K 0.03%
266
+250
44
$49K 0.03%
+225
45
$48K 0.03%
+248
46
$48K 0.03%
+525
47
$47K 0.03%
+260
48
$43K 0.03%
458
49
$40K 0.03%
995
50
$40K 0.03%
749
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