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
$177M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$1.83M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$595K
5
AAPL icon
Apple
AAPL
+$286K

Top Sells

1
+$48.9M
2
+$489K
3
+$480K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$470K
5
IYR icon
iShares US Real Estate ETF
IYR
+$324K

Sector Composition

1 Consumer Staples 0.88%
2 Technology 0.87%
3 Communication Services 0.85%
4 Consumer Discretionary 0.77%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101K 0.06%
838
-1,690
27
$100K 0.06%
3,100
28
$99K 0.06%
1,095
29
$98K 0.06%
302
30
$98K 0.06%
859
31
$84K 0.05%
605
32
$72K 0.04%
1,178
-687
33
$69K 0.04%
505
34
$69K 0.04%
1,170
35
$68K 0.04%
466
-760
36
$67K 0.04%
758
37
$67K 0.04%
1,110
38
$66K 0.04%
945
39
$65K 0.04%
2,218
40
$56K 0.03%
995
41
$55K 0.03%
+2,904
42
$54K 0.03%
1,830
43
$52K 0.03%
458
44
$43K 0.02%
780
45
$42K 0.02%
774
46
$40K 0.02%
749
47
$37K 0.02%
188
48
$35K 0.02%
2,400
49
$33K 0.02%
136
50
$33K 0.02%
385
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