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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$15.1M
3
+$9.95M
4
PG icon
Procter & Gamble
PG
+$7.52M
5
HRL icon
Hormel Foods
HRL
+$6.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 39.47%
2 Technology 14.41%
3 Healthcare 5.21%
4 Consumer Discretionary 0.6%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K 0.01%
+276
77
$6K 0.01%
+144
78
$5K ﹤0.01%
+85
79
$5K ﹤0.01%
+80
80
$5K ﹤0.01%
+280
81
$5K ﹤0.01%
+260
82
$3K ﹤0.01%
+50
83
$3K ﹤0.01%
+100
84
$1K ﹤0.01%
+76
85
$1K ﹤0.01%
+42
86
$1K ﹤0.01%
+33
87
$1K ﹤0.01%
+100
88
$0 ﹤0.01%
+36
1 2 3
4