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
$110M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$23.5M
3
+$9.71M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$438K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$346K

Top Sells

1
+$40.8M
2
+$14.6M
3
+$10.5M
4
PG icon
Procter & Gamble
PG
+$7.63M
5
KDP icon
Keurig Dr Pepper
KDP
+$6.2M

Sector Composition

1 Consumer Staples 6.62%
2 Communication Services 0.62%
3 Consumer Discretionary 0.59%
4 Energy 0.55%
5 Utilities 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
100
77
$2K ﹤0.01%
50
78
$1K ﹤0.01%
42
79
$1K ﹤0.01%
76
80
$1K ﹤0.01%
33
81
$1K ﹤0.01%
100
82
$0 ﹤0.01%
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83
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84
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