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
$64.2M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$978
2
+$647

Top Sells

1
+$35.8M
2
+$35.7M
3
+$30M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$30M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$20M

Sector Composition

1 Consumer Discretionary 2.8%
2 Technology 2.14%
3 Industrials 1.82%
4 Communication Services 1.82%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86K 0.13%
232
27
$83K 0.13%
508
28
$70K 0.11%
800
29
$66K 0.1%
207
30
$62K 0.1%
386
31
$59K 0.09%
269
32
$57K 0.09%
583
33
$54K 0.08%
160
34
$53K 0.08%
447
35
$50K 0.08%
2,473
36
$48K 0.07%
57
37
$48K 0.07%
633
38
$47K 0.07%
221
39
$44K 0.07%
292
40
$42K 0.07%
575
41
$42K 0.07%
715
42
$39K 0.06%
716
43
$37K 0.06%
413
44
$36K 0.06%
880
45
$36K 0.06%
588
46
$32K 0.05%
55
47
$31K 0.05%
165
48
$30K 0.05%
385
49
$28K 0.04%
456
50
$25K 0.04%
91
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