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
$192M
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$16.8M
3
+$12.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$616K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$591K

Top Sells

1
+$234K
2
+$46.8K
3
+$41.5K
4
KO icon
Coca-Cola
KO
+$39.6K
5
MCD icon
McDonald's
MCD
+$32.2K

Sector Composition

1 Consumer Discretionary 0.85%
2 Consumer Staples 0.42%
3 Technology 0.4%
4 Communication Services 0.36%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$118K 0.06%
1,660
27
$115K 0.06%
1,620
+340
28
$106K 0.06%
798
29
$102K 0.05%
+3,765
30
$87K 0.05%
1,075
31
$79K 0.04%
1,095
32
$74K 0.04%
758
33
$54K 0.03%
+314
34
$54K 0.03%
386
35
$49K 0.03%
269
36
$44K 0.02%
798
37
$37K 0.02%
715
38
$35K 0.02%
370
39
$34K 0.02%
2,000
40
$33K 0.02%
232
41
$33K 0.02%
+933
42
$25K 0.01%
485
43
$23K 0.01%
314
44
$22K 0.01%
410
45
$21K 0.01%
385
46
$18K 0.01%
+230
47
$15K 0.01%
50
48
$14K 0.01%
320
49
$13K 0.01%
88
50
$13K 0.01%
356
1
2
3