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
$192M
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$16.8M
3
+$12.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$616K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$591K

Top Sells

1
+$234K
2
+$46.8K
3
+$41.5K
4
KO icon
Coca-Cola
KO
+$39.6K
5
MCD icon
McDonald's
MCD
+$32.2K

Sector Composition

1 Consumer Discretionary 0.85%
2 Consumer Staples 0.42%
3 Technology 0.4%
4 Communication Services 0.36%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K 0.01%
202
52
$12K 0.01%
65
53
$10K 0.01%
82
54
$10K 0.01%
100
55
$10K 0.01%
115
56
$10K 0.01%
97
57
$8K ﹤0.01%
27
-158
58
$7K ﹤0.01%
84
59
$6K ﹤0.01%
17
60
$6K ﹤0.01%
180
61
$5K ﹤0.01%
28
62
$5K ﹤0.01%
100
63
$4K ﹤0.01%
28
64
$4K ﹤0.01%
16
65
$4K ﹤0.01%
15
66
$4K ﹤0.01%
7
67
$4K ﹤0.01%
19
68
$4K ﹤0.01%
5
69
$3K ﹤0.01%
42
70
$3K ﹤0.01%
17
71
– –
-346
72
– –
-178
73
– –
-84
1 2
3