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
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$9.52M
3
+$8.06M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.82M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.15M

Top Sells

1
+$31.1M
2
+$134K
3
+$57K
4
CVX icon
Chevron
CVX
+$52.3K
5
PG icon
Procter & Gamble
PG
+$51.3K

Sector Composition

1 Consumer Staples 0.85%
2 Industrials 0.79%
3 Consumer Discretionary 0.7%
4 Energy 0.57%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39K 0.03%
780
52
$37K 0.02%
774
53
$36K 0.02%
188
54
$33K 0.02%
+1,636
55
$31K 0.02%
535
56
$30K 0.02%
352
-59
57
$30K 0.02%
322
+212
58
$30K 0.02%
248
-42
59
$30K 0.02%
2,400
60
$26K 0.02%
385
61
$25K 0.02%
485
62
$22K 0.01%
344
63
$20K 0.01%
167
64
$19K 0.01%
124
65
$18K 0.01%
105
66
$17K 0.01%
107
67
$16K 0.01%
396
68
$16K 0.01%
290
69
$16K 0.01%
384
70
$16K 0.01%
172
71
$16K 0.01%
163
72
$16K 0.01%
225
73
$15K 0.01%
60
74
$15K 0.01%
185
75
$14K 0.01%
50
1 2
3
4 5