SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+12.77%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$248M
AUM Growth
+$28.5M
(+13%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
97.02%
Holding
90
New
2
Increased
18
Reduced
4
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.25M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$718K |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$326K |
| 4 |
Invesco QQQ Trust
QQQ
|
$291K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$218K |
Top Sells
| 1 |
Direxion Daily Technology Bull 3x Shares
TECL
|
$3.49M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$224K |
| 3 |
Alibaba
BABA
|
$216K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$177K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$124K |
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Consumer Discretionary | 0.78% |
| 3 | Communication Services | 0.51% |
| 4 | Consumer Staples | 0.39% |
| 5 | Industrials | 0.36% |
