SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
+0.31%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$64.2M
AUM Growth
+$64.2M
(-72%)
Cap. Flow
-$162M
Cap. Flow
% of AUM
-252.29%
Top 10 Holdings %
Top 10 Hldgs %
91.84%
Holding
157
New
1
Increased
2
Reduced
5
Closed
11
Top Buys
| 1 |
Procter & Gamble
PG
|
$978 |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$647 |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$35.8M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$35.7M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$30M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$30M |
| 5 |
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% |
