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
$46.3M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$153K
2
+$17.2K
3
+$13K
4
COST icon
Costco
COST
+$12K
5
AXP icon
American Express
AXP
+$10K

Top Sells

1
+$47.6M
2
+$28.5M
3
+$26M
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$21.1M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.4M

Sector Composition

1 Technology 2.68%
2 Industrials 2.39%
3 Consumer Staples 1.83%
4 Communication Services 1.49%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.06%
413
52
$28K 0.06%
142
53
$27K 0.06%
320
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$26K 0.06%
162
55
$26K 0.06%
160
-63
56
$26K 0.06%
202
-206
57
$25K 0.05%
220
58
$25K 0.05%
259
59
$23K 0.05%
190
60
$23K 0.05%
193
61
$22K 0.05%
340
62
$21K 0.05%
500
-166
63
$20K 0.04%
55
64
$19K 0.04%
575
65
$19K 0.04%
195
66
$19K 0.04%
417
67
$19K 0.04%
50
68
$18K 0.04%
533
69
$17K 0.04%
72
70
$17K 0.04%
53
71
$17K 0.04%
112
72
$15K 0.03%
140
-680
73
$15K 0.03%
54
74
$15K 0.03%
400
75
$15K 0.03%
85
1 2
3
4 5