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
$318M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.49%
2 Industrials 0.38%
3 Consumer Discretionary 0.3%
4 Consumer Staples 0.26%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$162K 0.05%
5,142
27
$157K 0.05%
1,000
28
$142K 0.04%
4,937
29
$129K 0.04%
2,138
30
$116K 0.04%
+3,900
31
$114K 0.04%
281
+167
32
$110K 0.03%
813
33
$108K 0.03%
2,600
34
$108K 0.03%
1,500
35
$103K 0.03%
232
36
$95.3K 0.03%
800
37
$70.3K 0.02%
946
38
$69.5K 0.02%
1,349
39
$66.6K 0.02%
+410
40
$66.1K 0.02%
+300
41
$65.8K 0.02%
570
42
$63.9K 0.02%
207
43
$63.9K 0.02%
386
44
$58.7K 0.02%
292
45
$56.8K 0.02%
269
46
$52.3K 0.02%
583
47
$52.2K 0.02%
715
48
$52K 0.02%
575
49
$50.1K 0.02%
413
50
$45.9K 0.01%
221
-42