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
$24.1M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$321K
3 +$164K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$136K
5
BABA icon
Alibaba
BABA
+$135K

Sector Composition

1 Consumer Staples 3.52%
2 Consumer Discretionary 3.11%
3 Energy 2.48%
4 Communication Services 2.38%
5 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12K 0.05%
290
52
$12K 0.05%
67
-60
53
$11K 0.05%
75
-75
54
$11K 0.05%
60
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$11K 0.05%
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$10K 0.04%
193
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$10K 0.04%
185
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$10K 0.04%
65
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$9K 0.04%
100
60
$9K 0.04%
67
61
$9K 0.04%
59
62
$9K 0.04%
110
-115
63
$9K 0.04%
280
64
$8K 0.03%
233
-16,608
65
$8K 0.03%
15
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$8K 0.03%
97
67
$7K 0.03%
60
68
$7K 0.03%
115
69
$5K 0.02%
23
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$5K 0.02%
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$5K 0.02%
90
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$4K 0.02%
2
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$4K 0.02%
62
75
$4K 0.02%
180