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
$138M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$25.3M
3
+$25.2M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$13.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.15M

Top Sells

1
+$36.2M
2
+$17.8M
3
+$15.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.53M

Sector Composition

1 Consumer Staples 0.49%
2 Consumer Discretionary 0.44%
3 Energy 0.4%
4 Industrials 0.38%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.02%
344
52
$20K 0.01%
225
53
$20K 0.01%
384
54
$20K 0.01%
172
55
$17K 0.01%
88
+7
56
$16K 0.01%
396
+88
57
$16K 0.01%
112
+20
58
$14K 0.01%
+405
59
$14K 0.01%
124
60
$13K 0.01%
50
61
$12K 0.01%
110
+28
62
$11K 0.01%
290
+41
63
$11K 0.01%
60
64
$10K 0.01%
193
65
$10K 0.01%
100
66
$10K 0.01%
67
67
$10K 0.01%
185
68
$10K 0.01%
280
69
$10K 0.01%
65
70
$9K 0.01%
59
71
$8K 0.01%
15
72
$8K 0.01%
97
73
$7K 0.01%
60
74
$7K 0.01%
115
75
$6K ﹤0.01%
33
+17
1 2
3
4 5