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
$123M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$197K
3
+$172K
4
KMB icon
Kimberly-Clark
KMB
+$153K
5
BUD icon
AB InBev
BUD
+$86.6K

Top Sells

1
+$186K
2
+$104K
3
+$69.6K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.6K
5
WFC icon
Wells Fargo
WFC
+$49.3K

Sector Composition

1 Consumer Staples 3.9%
2 Communication Services 1.28%
3 Energy 0.75%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16K 0.01%
375
52
$16K 0.01%
120
53
$15K 0.01%
87
54
$15K 0.01%
181
55
$14K 0.01%
172
56
$14K 0.01%
168
57
$13K 0.01%
274
58
$13K 0.01%
3,085
59
$12K 0.01%
299
60
$11K 0.01%
371
61
$10K 0.01%
124
62
$9K 0.01%
60
63
$8K 0.01%
216
64
$8K 0.01%
159
65
$7K 0.01%
500
66
$7K 0.01%
276
67
$6K ﹤0.01%
100
68
$4K ﹤0.01%
125
69
$3K ﹤0.01%
100
70
$1K ﹤0.01%
76
71
$1K ﹤0.01%
42
72
– –
-500
73
– –
-115
74
– –
-280
75
– –
-33
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3