SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+2.59%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$363M
AUM Growth
+$15.6M
(+4.5%)
Cap. Flow
+$4.24M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
95.21%
Holding
172
New
15
Increased
15
Reduced
12
Closed
1
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$137M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$128K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$102K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$95.2K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$79.6K |
Top Sells
Sector Composition
| 1 | Technology | 0.67% |
| 2 | Industrials | 0.31% |
| 3 | Healthcare | 0.27% |
| 4 | Consumer Staples | 0.24% |
| 5 | Communication Services | 0.23% |
