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
$232M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$27.3M
3
+$19.4M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$19.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$15.3M

Top Sells

1
+$1.21M
2
+$849K
3
+$760K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10K
5
ES icon
Eversource Energy
ES
+$9K

Sector Composition

1 Consumer Discretionary 0.9%
2 Technology 0.76%
3 Industrials 0.59%
4 Communication Services 0.52%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46K 0.02%
413
52
$46K 0.02%
2,473
53
$40K 0.02%
588
54
$38K 0.02%
165
55
$38K 0.02%
278
+108
56
$37K 0.02%
202
+67
57
$36K 0.02%
168
+56
58
$35K 0.02%
70
+25
59
$34K 0.01%
163
+88
60
$32K 0.01%
185
+88
61
$31K 0.01%
55
62
$30K 0.01%
385
63
$29K 0.01%
880
64
$28K 0.01%
456
65
$28K 0.01%
149
+67
66
$27K 0.01%
162
67
$27K 0.01%
+160
68
$26K 0.01%
108
69
$25K 0.01%
575
70
$24K 0.01%
72
71
$24K 0.01%
+260
72
$24K 0.01%
417
+9
73
$24K 0.01%
50
74
$23K 0.01%
91
75
$23K 0.01%
340
1 2
3
4 5