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
$134M
AUM Growth
+$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$18.3M
3
+$16.4M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M

Top Sells

1
+$40.4M
2
+$23.9M
3
+$19.1M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.97M

Sector Composition

1 Consumer Staples 0.53%
2 Industrials 0.38%
3 Consumer Discretionary 0.37%
4 Communication Services 0.27%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19K 0.01%
225
52
$19K 0.01%
384
53
$19K 0.01%
172
54
$16K 0.01%
412
55
$13K 0.01%
81
56
$13K 0.01%
92
57
$13K 0.01%
50
58
$13K 0.01%
124
59
$12K 0.01%
308
60
$11K 0.01%
185
61
$10K 0.01%
193
62
$10K 0.01%
67
63
$10K 0.01%
60
64
$10K 0.01%
280
65
$9K 0.01%
100
66
$9K 0.01%
65
67
$8K 0.01%
59
68
$8K 0.01%
249
69
$8K 0.01%
97
70
$7K 0.01%
60
71
$7K 0.01%
15
72
$7K 0.01%
115
73
$7K 0.01%
82
74
$6K ﹤0.01%
26
-45
75
$5K ﹤0.01%
90
1 2
3
4 5