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
$122M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$1.33M
3
+$588K
4
VTV icon
Vanguard Value ETF
VTV
+$510K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$460K

Top Sells

1
+$3.72M
2
+$356K
3
+$209K
4
MDLZ icon
Mondelez International
MDLZ
+$88.5K
5
MSFT icon
Microsoft
MSFT
+$63.9K

Sector Composition

1 Consumer Staples 3.64%
2 Communication Services 1.29%
3 Energy 0.65%
4 Utilities 0.54%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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78
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79
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80
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81
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83
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-36
1 2 3
4