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
$148M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$28.2M
3
+$18.9M
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$14.6M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$11.9M

Top Sells

1
+$117K
2
+$104K
3
+$103K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$52K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$28.8K

Sector Composition

1 Energy 1.26%
2 Consumer Staples 0.75%
3 Industrials 0.52%
4 Consumer Discretionary 0.48%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44K 0.03%
+520
52
$43K 0.03%
774
53
$42K 0.03%
458
54
$41K 0.03%
+213
55
$33K 0.02%
+411
56
$33K 0.02%
+290
57
$33K 0.02%
749
58
$32K 0.02%
780
59
$30K 0.02%
535
-2,091
60
$29K 0.02%
+652
61
$29K 0.02%
188
+155
62
$29K 0.02%
+2,400
63
$29K 0.02%
880
64
$27K 0.02%
230
65
$25K 0.02%
344
66
$23K 0.02%
167
67
$23K 0.02%
964
68
$23K 0.02%
+225
69
$22K 0.01%
485
70
$21K 0.01%
+199
71
$20K 0.01%
+105
72
$19K 0.01%
58
73
$18K 0.01%
+384
74
$18K 0.01%
+163
75
$17K 0.01%
88
1 2
3
4 5