SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+30.65%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$192M
AUM Growth
+$86.2M
(+82%)
Cap. Flow
+$54.7M
Cap. Flow
% of AUM
28.49%
Top 10 Holdings %
Top 10 Hldgs %
97.72%
Holding
73
New
6
Increased
17
Reduced
5
Closed
3
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$22.9M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$16.8M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$12.4M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$616K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$591K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$234K |
| 2 |
Mastercard
MA
|
$46.8K |
| 3 |
Procter & Gamble
PG
|
$41.5K |
| 4 |
Coca-Cola
KO
|
$39.6K |
| 5 |
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% |
