SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+4.86%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$138M
AUM Growth
+$4.03M
(+3%)
Cap. Flow
+$3.37M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
97.25%
Holding
132
New
43
Increased
17
Reduced
6
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$36.2M |
| 2 |
iShares Core Conservative Allocation ETF
AOK
|
$17.8M |
| 3 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$15.6M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$10.4M |
| 5 |
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% |
