SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
+1.13%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-21%)
Cap. Flow
-$29.1M
Cap. Flow
% of AUM
-28.64%
Top 10 Holdings %
Top 10 Hldgs %
96.31%
Holding
93
New
35
Increased
17
Reduced
10
Closed
17
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$39.5M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$23.1M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$9.81M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.16M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.03M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$19.4M |
| 3 |
Vanguard Value ETF
VTV
|
$11.9M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$8.65M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$6.43M |
Sector Composition
| 1 | Consumer Staples | 1.4% |
| 2 | Communication Services | 0.79% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Industrials | 0.45% |
| 5 | Utilities | 0.37% |
