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
$102M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$23.1M
3
+$9.81M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.16M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.03M

Top Sells

1
+$59M
2
+$19.4M
3
+$11.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.65M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
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