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
$226M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$33.8M
3
+$30M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$27.9M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$20M

Top Sells

1
+$130M
2
+$27.5M
3
+$23.9M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$23.6M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.91M

Sector Composition

1 Consumer Discretionary 0.79%
2 Technology 0.59%
3 Industrials 0.54%
4 Communication Services 0.51%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.02%
716
52
$36K 0.02%
588
+103
53
$32K 0.01%
55
-15
54
$32K 0.01%
880
55
$30K 0.01%
385
56
$28K 0.01%
165
57
$27K 0.01%
456
58
$26K 0.01%
112
59
$23K 0.01%
162
60
$23K 0.01%
193
61
$22K 0.01%
136
62
$22K 0.01%
190
63
$22K 0.01%
91
-19
64
$22K 0.01%
575
65
$22K 0.01%
400
-1,110
66
$21K 0.01%
340
67
$21K 0.01%
396
68
$21K 0.01%
50
-23
69
$20K 0.01%
320
70
$20K 0.01%
108
71
$19K 0.01%
53
-27
72
$19K 0.01%
195
73
$19K 0.01%
135
74
$18K 0.01%
32
75
$18K 0.01%
170
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3
4 5