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
$129M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$7.63M
3
+$6.43M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.05M

Top Sells

1
+$24.6M
2
+$7.91M
3
+$5.48M
4
PM icon
Philip Morris
PM
+$933K
5
KO icon
Coca-Cola
KO
+$659K

Sector Composition

1 Consumer Staples 0.98%
2 Energy 0.77%
3 Consumer Discretionary 0.46%
4 Industrials 0.28%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10K 0.01%
500
52
$10K 0.01%
124
53
$9K 0.01%
193
-23
54
$8K 0.01%
+65
55
$8K 0.01%
159
56
$6K ﹤0.01%
276
57
$3K ﹤0.01%
100
58
– –
-1,000
59
– –
-3,457
60
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-678
61
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-274
62
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-325
63
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-76
64
– –
-480
65
– –
-1,585
66
– –
-375
67
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-87
68
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-2,768
69
– –
-67,460
70
– –
-1,465
71
– –
-1,625
72
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-42
73
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-335
74
– –
-427
75
– –
-125
1 2
3
4