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
$138M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$25.3M
3
+$25.2M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$13.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.15M

Top Sells

1
+$36.2M
2
+$17.8M
3
+$15.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.53M

Sector Composition

1 Consumer Staples 0.49%
2 Consumer Discretionary 0.44%
3 Energy 0.4%
4 Industrials 0.38%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
+86
77
$5K ﹤0.01%
+62
78
$5K ﹤0.01%
23
79
$5K ﹤0.01%
26
80
$5K ﹤0.01%
90
81
$4K ﹤0.01%
+2
82
$4K ﹤0.01%
+27
83
$4K ﹤0.01%
32
84
$3K ﹤0.01%
16
85
$3K ﹤0.01%
+100
86
$3K ﹤0.01%
+61
87
$3K ﹤0.01%
180
88
$3K ﹤0.01%
+45
89
$2K ﹤0.01%
+15
90
$2K ﹤0.01%
+9
91
$2K ﹤0.01%
+25
92
$2K ﹤0.01%
+15
93
$2K ﹤0.01%
+12
94
$2K ﹤0.01%
+5
95
$2K ﹤0.01%
14
96
$2K ﹤0.01%
+37
97
$2K ﹤0.01%
+41
98
$2K ﹤0.01%
52
99
$2K ﹤0.01%
+6
100
$2K ﹤0.01%
+23
2 3
4
5 6