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
$102M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$23.1M
3
+$9.81M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.16M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.03M

Top Sells

1
+$59M
2
+$19.4M
3
+$11.9M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.43M

Sector Composition

1 Consumer Staples 1.4%
2 Communication Services 0.79%
3 Consumer Discretionary 0.67%
4 Industrials 0.45%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.02%
172
52
$16K 0.02%
+384
53
$14K 0.01%
150
-450
54
$12K 0.01%
+308
55
$12K 0.01%
+81
56
$12K 0.01%
50
-153
57
$12K 0.01%
3,085
58
$11K 0.01%
358
-6
59
$11K 0.01%
+92
60
$11K 0.01%
185
-25
61
$11K 0.01%
124
62
$10K 0.01%
60
63
$9K 0.01%
+67
64
$9K 0.01%
65
65
$8K 0.01%
193
66
$8K 0.01%
100
-100
67
$8K 0.01%
+249
68
$8K 0.01%
+137
69
$7K 0.01%
+59
70
$7K 0.01%
+97
71
$7K 0.01%
+82
72
$6K 0.01%
+60
73
$6K 0.01%
+15
74
$5K ﹤0.01%
+148
75
$5K ﹤0.01%
+90
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3
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