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
$166M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$54K
3
+$6K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.54K
5
PG icon
Procter & Gamble
PG
+$746

Top Sells

1
+$26.1M
2
+$8.1M
3
+$1.5M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$707K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$313K

Sector Composition

1 Consumer Staples 0.95%
2 Industrials 0.76%
3 Consumer Discretionary 0.74%
4 Technology 0.53%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$123K 0.07%
735
27
$115K 0.07%
302
28
$113K 0.07%
1,865
29
$112K 0.07%
1,840
30
$110K 0.07%
1,075
31
$103K 0.06%
1,095
32
$99K 0.06%
859
33
$83K 0.05%
3,100
34
$74K 0.04%
300
35
$71K 0.04%
605
36
$69K 0.04%
505
37
$69K 0.04%
1,170
38
$67K 0.04%
945
39
$63K 0.04%
2,218
40
$62K 0.04%
1,110
41
$57K 0.03%
758
42
$54K 0.03%
+1,830
43
$52K 0.03%
415
44
$51K 0.03%
248
45
$50K 0.03%
458
46
$46K 0.03%
995
47
$46K 0.03%
336
48
$43K 0.03%
780
49
$41K 0.02%
749
50
$40K 0.02%
188
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