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
$64.2M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$978
2
+$647

Top Sells

1
+$35.8M
2
+$35.7M
3
+$30M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$30M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$20M

Sector Composition

1 Consumer Discretionary 2.8%
2 Technology 2.14%
3 Industrials 1.82%
4 Communication Services 1.82%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25K 0.04%
112
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$24K 0.04%
162
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$24K 0.04%
575
54
$24K 0.04%
340
55
$24K 0.04%
193
56
$23K 0.04%
136
57
$22K 0.03%
190
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$22K 0.03%
72
59
$22K 0.03%
408
+12
60
$21K 0.03%
400
61
$21K 0.03%
50
62
$21K 0.03%
108
63
$20K 0.03%
32
64
$19K 0.03%
31
65
$19K 0.03%
170
66
$19K 0.03%
533
67
$19K 0.03%
320
68
$18K 0.03%
53
69
$18K 0.03%
195
70
$18K 0.03%
45
71
$18K 0.03%
197
72
$17K 0.03%
243
73
$17K 0.03%
180
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$17K 0.03%
135
75
$17K 0.03%
65
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