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
$161M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$461K
3
+$450K
4
IYR icon
iShares US Real Estate ETF
IYR
+$303K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Top Sells

1
+$1.15M
2
+$1.15M
3
+$641K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$296K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K

Sector Composition

1 Consumer Staples 0.89%
2 Industrials 0.74%
3 Consumer Discretionary 0.73%
4 Energy 0.55%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$140K 0.09%
1,480
27
$139K 0.09%
2,896
28
$125K 0.08%
735
29
$114K 0.07%
3,100
30
$113K 0.07%
543
31
$110K 0.07%
302
+30
32
$107K 0.07%
1,075
33
$107K 0.07%
1,865
34
$99K 0.06%
1,840
35
$99K 0.06%
859
36
$96K 0.06%
1,095
37
$76K 0.05%
1,170
38
$72K 0.04%
945
39
$71K 0.04%
300
+75
40
$68K 0.04%
605
41
$66K 0.04%
505
+80
42
$61K 0.04%
1,110
43
$57K 0.04%
415
-230
44
$56K 0.03%
2,218
45
$55K 0.03%
758
46
$51K 0.03%
248
47
$49K 0.03%
336
-144
48
$49K 0.03%
995
49
$47K 0.03%
458
50
$43K 0.03%
749
1
2
3 4 5