SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$31.1M
3
+$27.9M
4
VTV icon
Vanguard Value ETF
VTV
+$167K
5
BA icon
Boeing
BA
+$77.3K

Top Sells

1
+$49.1M
2
+$31.9M
3
+$20.6M
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$14.6M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$13.7M

Sector Composition

1 Consumer Staples 0.87%
2 Energy 0.64%
3 Consumer Discretionary 0.61%
4 Industrials 0.59%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16K 0.01%
124
52
$15K 0.01%
88
53
$15K 0.01%
384
54
$14K 0.01%
107
-5
55
$14K 0.01%
105
56
$14K 0.01%
185
57
$14K 0.01%
172
58
$14K 0.01%
163
59
$14K 0.01%
225
60
$13K 0.01%
396
61
$13K 0.01%
290
62
$12K 0.01%
60
63
$12K 0.01%
280
64
$12K 0.01%
50
65
$11K 0.01%
59
66
$11K 0.01%
67
67
$10K 0.01%
100
68
$10K 0.01%
75
69
$10K 0.01%
+116
70
$10K 0.01%
65
71
$10K 0.01%
110
72
$10K 0.01%
+202
73
$9K 0.01%
67
74
$9K 0.01%
110
75
$8K 0.01%
60
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3
4 5