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
$43.1M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$883
2
+$267

Top Sells

1
+$88.7K
2
+$53.9K
3
+$39K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$32K
5
MSFT icon
Microsoft
MSFT
+$31.7K

Sector Composition

1 Technology 2.55%
2 Industrials 2.43%
3 Consumer Staples 1.73%
4 Consumer Discretionary 1.44%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25K 0.06%
220
52
$25K 0.06%
142
53
$24K 0.06%
640
-1,437
54
$22K 0.05%
160
55
$21K 0.05%
340
56
$21K 0.05%
259
57
$20K 0.05%
500
58
$20K 0.05%
72
59
$20K 0.05%
193
60
$19K 0.04%
165
-37
61
$18K 0.04%
575
62
$18K 0.04%
180
63
$18K 0.04%
417
64
$18K 0.04%
50
65
$17K 0.04%
190
66
$17K 0.04%
112
67
$16K 0.04%
140
68
$16K 0.04%
195
69
$16K 0.04%
85
70
$15K 0.03%
55
71
$15K 0.03%
53
72
$15K 0.03%
197
73
$15K 0.03%
365
74
$15K 0.03%
533
75
$14K 0.03%
54
1 2
3
4 5