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

Top Sells

1
+$42M
2
+$30.1M
3
+$25.3M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$25.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.65M

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
55
$11K 0.05%
110
56
$10K 0.04%
193
57
$10K 0.04%
185
58
$10K 0.04%
65
59
$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
66
$8K 0.03%
97
67
$7K 0.03%
60
68
$7K 0.03%
115
69
$5K 0.02%
23
70
$5K 0.02%
27
71
$5K 0.02%
33
72
$5K 0.02%
90
73
$4K 0.02%
2
74
$4K 0.02%
62
75
$4K 0.02%
180
1 2
3
4 5