SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$15.1M
3
+$9.95M
4
PG icon
Procter & Gamble
PG
+$7.52M
5
HRL icon
Hormel Foods
HRL
+$6.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 39.47%
2 Technology 14.41%
3 Healthcare 5.21%
4 Consumer Discretionary 0.6%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.02%
+221
52
$18K 0.02%
+435
53
$17K 0.02%
+137
54
$16K 0.02%
+1,000
55
$16K 0.02%
+344
56
$15K 0.01%
+541
57
$14K 0.01%
+172
58
$11K 0.01%
+188
59
$11K 0.01%
+101
60
$10K 0.01%
+371
61
$10K 0.01%
+60
62
$10K 0.01%
+125
63
$10K 0.01%
+124
64
$10K 0.01%
+3,085
65
$10K 0.01%
+123
66
$9K 0.01%
+216
67
$9K 0.01%
+100
68
$9K 0.01%
+159
69
$8K 0.01%
+103
70
$7K 0.01%
+100
71
$7K 0.01%
+96
72
$7K 0.01%
+89
73
$7K 0.01%
+58
74
$7K 0.01%
+137
75
$6K 0.01%
+115
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