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
$158M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$309K
3
+$231K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.9K
5
PGX icon
Invesco Preferred ETF
PGX
+$71K

Top Sells

1
+$326K
2
+$322K
3
+$191K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$148K
5
T icon
AT&T
T
+$55K

Sector Composition

1 Energy 0.91%
2 Consumer Staples 0.74%
3 Industrials 0.55%
4 Consumer Discretionary 0.49%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41K 0.03%
774
52
$39K 0.02%
749
53
$34K 0.02%
780
54
$33K 0.02%
411
55
$33K 0.02%
290
56
$32K 0.02%
535
57
$31K 0.02%
188
58
$29K 0.02%
880
59
$28K 0.02%
230
60
$28K 0.02%
2,400
61
$24K 0.02%
344
62
$23K 0.01%
199
63
$23K 0.01%
167
64
$22K 0.01%
58
65
$21K 0.01%
485
66
$21K 0.01%
964
67
$21K 0.01%
225
68
$19K 0.01%
124
69
$18K 0.01%
88
70
$18K 0.01%
112
71
$18K 0.01%
384
72
$18K 0.01%
163
73
$17K 0.01%
105
74
$17K 0.01%
172
75
$15K 0.01%
50
1 2
3
4 5