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
$177M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$1.83M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$595K
5
AAPL icon
Apple
AAPL
+$286K

Top Sells

1
+$48.9M
2
+$489K
3
+$480K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$470K
5
IYR icon
iShares US Real Estate ETF
IYR
+$324K

Sector Composition

1 Consumer Staples 0.88%
2 Technology 0.87%
3 Communication Services 0.85%
4 Consumer Discretionary 0.77%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.02%
248
52
$31K 0.02%
485
53
$28K 0.02%
250
54
$27K 0.02%
535
55
$27K 0.02%
167
56
$23K 0.01%
124
57
$22K 0.01%
105
58
$21K 0.01%
+64
59
$21K 0.01%
344
60
$20K 0.01%
+1,752
61
$20K 0.01%
+999
62
$19K 0.01%
107
63
$18K 0.01%
396
64
$18K 0.01%
60
65
$18K 0.01%
163
66
$16K 0.01%
185
67
$16K 0.01%
172
68
$16K 0.01%
1,000
69
$16K 0.01%
50
70
$14K 0.01%
290
71
$14K 0.01%
65
72
$14K 0.01%
110
73
$13K 0.01%
334
+23
74
$13K 0.01%
202
75
$12K 0.01%
100
1 2
3
4 5