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
$43.1M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$883
2
+$267

Top Sells

1
+$88.7K
2
+$53.9K
3
+$39K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$32K
5
MSFT icon
Microsoft
MSFT
+$31.7K

Sector Composition

1 Technology 2.55%
2 Industrials 2.43%
3 Consumer Staples 1.73%
4 Consumer Discretionary 1.44%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63K 0.15%
946
27
$60K 0.14%
1,349
28
$58K 0.13%
685
29
$54K 0.13%
583
30
$53K 0.12%
207
31
$49K 0.11%
575
32
$49K 0.11%
570
33
$49K 0.11%
800
34
$48K 0.11%
462
35
$44K 0.1%
263
36
$40K 0.09%
588
37
$39K 0.09%
292
38
$39K 0.09%
715
39
$33K 0.08%
269
40
$33K 0.08%
540
41
$31K 0.07%
57
42
$31K 0.07%
61
43
$30K 0.07%
310
44
$30K 0.07%
413
45
$28K 0.06%
162
46
$28K 0.06%
208
47
$28K 0.06%
320
48
$27K 0.06%
625
49
$27K 0.06%
385
50
$26K 0.06%
165
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