SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$718K
3
+$326K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$291K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$218K

Top Sells

1
+$3.49M
2
+$224K
3
+$216K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$177K
5
VGSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35K 0.01%
880
52
$30K 0.01%
413
53
$30K 0.01%
485
54
$29K 0.01%
266
55
$29K 0.01%
385
56
$22K 0.01%
500
57
$19K 0.01%
50
58
$18K 0.01%
533
59
$17K 0.01%
369
60
$16K 0.01%
180
61
$16K 0.01%
65
62
$15K 0.01%
333
63
$13K 0.01%
230
64
$13K 0.01%
82
65
$13K 0.01%
202
66
$13K 0.01%
320
67
$12K ﹤0.01%
100
68
$11K ﹤0.01%
97
69
$11K ﹤0.01%
+300
70
$10K ﹤0.01%
115
71
$10K ﹤0.01%
27
72
$9K ﹤0.01%
180
73
$7K ﹤0.01%
84
74
$6K ﹤0.01%
17
75
$5K ﹤0.01%
28
1 2
3
4