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
$158M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$309K
3
+$231K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.9K
5
PGX icon
Invesco Preferred ETF
PGX
+$71K

Top Sells

1
+$326K
2
+$322K
3
+$191K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$148K
5
T icon
AT&T
T
+$55K

Sector Composition

1 Energy 0.91%
2 Consumer Staples 0.74%
3 Industrials 0.55%
4 Consumer Discretionary 0.49%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
396
77
$14K 0.01%
60
78
$14K 0.01%
290
79
$14K 0.01%
259
80
$14K 0.01%
127
81
$13K 0.01%
185
82
$12K 0.01%
67
83
$12K 0.01%
280
84
$12K 0.01%
65
85
$12K 0.01%
110
86
$11K 0.01%
100
87
$11K 0.01%
75
88
$10K 0.01%
59
89
$10K 0.01%
110
90
$9K 0.01%
60
91
$9K 0.01%
67
92
$8K 0.01%
193
93
$8K 0.01%
233
94
$8K 0.01%
97
95
$8K 0.01%
1,000
96
$7K ﹤0.01%
15
97
$7K ﹤0.01%
115
98
$6K ﹤0.01%
27
99
$5K ﹤0.01%
23
100
$5K ﹤0.01%
90
2 3
4
5 6