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
$260M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.85M
3
+$1.56M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.51M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$2.98M
2
+$1.08M
3
+$463K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$154K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$121K

Sector Composition

1 Consumer Discretionary 0.82%
2 Communication Services 0.57%
3 Technology 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46K 0.02%
410
52
$44K 0.02%
759
+44
53
$43K 0.02%
575
-520
54
$41K 0.02%
933
55
$40K 0.02%
292
56
$40K 0.02%
413
57
$37K 0.01%
716
+216
58
$34K 0.01%
880
59
$33K 0.01%
+70
60
$33K 0.01%
+637
61
$31K 0.01%
+95
62
$30K 0.01%
+473
63
$30K 0.01%
485
64
$30K 0.01%
385
65
$29K 0.01%
73
+23
66
$28K 0.01%
80
+53
67
$28K 0.01%
+456
68
$25K 0.01%
+117
69
$24K 0.01%
+86
70
$24K 0.01%
+165
71
$24K 0.01%
+112
72
$23K 0.01%
110
+91
73
$23K 0.01%
+340
74
$22K 0.01%
+575
75
$20K 0.01%
+162
1 2
3
4 5