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
$220M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.22M
3
+$671K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$608K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$598K

Top Sells

1
+$3M
2
+$651K
3
+$149K
4
SBUX icon
Starbucks
SBUX
+$111K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$66.4K

Sector Composition

1 Consumer Discretionary 0.87%
2 Consumer Staples 0.45%
3 Technology 0.42%
4 Communication Services 0.4%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33K 0.02%
+413
52
$30K 0.01%
+292
53
$29K 0.01%
+326
54
$29K 0.01%
+266
55
$26K 0.01%
485
56
$24K 0.01%
410
57
$24K 0.01%
385
58
$21K 0.01%
+963
59
$20K 0.01%
+500
60
$20K 0.01%
+500
61
$17K 0.01%
50
62
$15K 0.01%
+180
63
$15K 0.01%
230
64
$15K 0.01%
369
+13
65
$15K 0.01%
+533
66
$14K 0.01%
65
67
$14K 0.01%
202
68
$13K 0.01%
+333
69
$12K 0.01%
82
70
$11K 0.01%
97
71
$11K 0.01%
320
72
$10K ﹤0.01%
100
73
$10K ﹤0.01%
115
74
$9K ﹤0.01%
27
75
$7K ﹤0.01%
84
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3
4