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
$161M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$461K
3
+$450K
4
IYR icon
iShares US Real Estate ETF
IYR
+$303K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Top Sells

1
+$1.15M
2
+$1.15M
3
+$641K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$296K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K

Sector Composition

1 Consumer Staples 0.89%
2 Industrials 0.74%
3 Consumer Discretionary 0.73%
4 Energy 0.55%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42K 0.03%
780
52
$39K 0.02%
188
53
$37K 0.02%
774
54
$33K 0.02%
2,400
55
$31K 0.02%
248
56
$27K 0.02%
485
57
$27K 0.02%
385
58
$25K 0.02%
136
-130
59
$25K 0.02%
535
60
$24K 0.01%
250
-275
61
$23K 0.01%
167
62
$23K 0.01%
344
63
$22K 0.01%
124
64
$21K 0.01%
125
-135
65
$20K 0.01%
232
-120
66
$20K 0.01%
105
67
$19K 0.01%
107
68
$17K 0.01%
396
69
$17K 0.01%
384
70
$17K 0.01%
172
71
$16K 0.01%
60
72
$16K 0.01%
290
73
$15K 0.01%
185
74
$15K 0.01%
163
75
$15K 0.01%
50
1 2
3
4 5