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
$129M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$7.63M
3 +$6.43M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.05M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.05M

Top Sells

1 +$24.6M
2 +$7.91M
3 +$5.48M
4
PM icon
Philip Morris
PM
+$933K
5
KO icon
Coca-Cola
KO
+$659K

Sector Composition

1 Consumer Staples 0.98%
2 Energy 0.77%
3 Consumer Discretionary 0.46%
4 Industrials 0.28%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,101
77
-240
78
-7,536
79
-168
80
-444
81
-120
82
-299
83
-541,323
84
-2,270
85
-5,839