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
$134M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.97M
3
+$7.34M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.33M

Top Sells

1
+$6.97M
2
+$2.45M
3
+$184K
4
VZ icon
Verizon
VZ
+$168K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$86.9K

Sector Composition

1 Consumer Staples 1.04%
2 Consumer Discretionary 0.43%
3 Industrials 0.32%
4 Utilities 0.25%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16K 0.01%
358
-3,750
52
$15K 0.01%
412
-1,200
53
$15K 0.01%
71
-225
54
$12K 0.01%
308
55
$12K 0.01%
81
56
$12K 0.01%
92
57
$12K 0.01%
50
58
$12K 0.01%
124
59
$11K 0.01%
185
60
$10K 0.01%
193
61
$10K 0.01%
67
62
$10K 0.01%
60
63
$10K 0.01%
181
-887
64
$9K 0.01%
280
+132
65
$9K 0.01%
65
66
$8K 0.01%
100
67
$8K 0.01%
249
68
$8K 0.01%
97
69
$7K 0.01%
59
70
$7K 0.01%
115
-22
71
$6K ﹤0.01%
60
72
$6K ﹤0.01%
15
73
$6K ﹤0.01%
82
74
$5K ﹤0.01%
23
75
$5K ﹤0.01%
90
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