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
$134M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$7.97M
3
+$7.34M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.33M

Top Sells

1
+$6.97M
2
+$2.45M
3
+$184K
4
VZ icon
Verizon
VZ
+$168K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$86.9K

Sector Composition

1 Consumer Staples 1.04%
2 Consumer Discretionary 0.43%
3 Industrials 0.32%
4 Utilities 0.25%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
+32
77
$4K ﹤0.01%
+100
78
$3K ﹤0.01%
+16
79
$3K ﹤0.01%
+180
80
$2K ﹤0.01%
+52
81
$2K ﹤0.01%
+27
82
$2K ﹤0.01%
+14
83
$2K ﹤0.01%
+16
84
$2K ﹤0.01%
+11
85
$1K ﹤0.01%
+9
86
$1K ﹤0.01%
+20
87
$1K ﹤0.01%
+20
88
– –
-10
89
– –
-358
90
– –
-200
91
– –
-1,125
92
– –
-2,030
93
– –
-3,085
94
– –
-1,500
1 2 3
4