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
$166M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$54K
3
+$6K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.54K
5
PG icon
Procter & Gamble
PG
+$746

Top Sells

1
+$26.1M
2
+$8.1M
3
+$1.5M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$707K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$313K

Sector Composition

1 Consumer Staples 0.95%
2 Industrials 0.76%
3 Consumer Discretionary 0.74%
4 Technology 0.53%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39K 0.02%
774
52
$34K 0.02%
2,400
53
$32K 0.02%
248
54
$31K 0.02%
385
55
$30K 0.02%
485
56
$27K 0.02%
250
57
$26K 0.02%
136
58
$23K 0.01%
167
59
$22K 0.01%
535
60
$21K 0.01%
124
61
$21K 0.01%
344
62
$20K 0.01%
232
63
$19K 0.01%
105
64
$18K 0.01%
396
65
$18K 0.01%
125
66
$18K 0.01%
107
67
$17K 0.01%
60
68
$17K 0.01%
163
69
$16K 0.01%
384
70
$16K 0.01%
1,000
71
$15K 0.01%
185
72
$15K 0.01%
172
73
$15K 0.01%
50
74
$14K 0.01%
290
75
$14K 0.01%
65
1 2
3
4 5