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
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$9.52M
3
+$8.06M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.82M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.15M

Top Sells

1
+$31.1M
2
+$134K
3
+$57K
4
CVX icon
Chevron
CVX
+$52.3K
5
PG icon
Procter & Gamble
PG
+$51.3K

Sector Composition

1 Consumer Staples 0.85%
2 Industrials 0.79%
3 Consumer Discretionary 0.7%
4 Energy 0.57%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
65
77
$12K 0.01%
110
78
$11K 0.01%
100
79
$11K 0.01%
280
80
$11K 0.01%
1,000
81
$11K 0.01%
202
82
$10K 0.01%
60
83
$10K 0.01%
59
84
$10K 0.01%
116
85
$9K 0.01%
67
86
$9K 0.01%
97
87
$9K 0.01%
+150
88
$8K 0.01%
115
89
$7K ﹤0.01%
84
90
$6K ﹤0.01%
193
91
$6K ﹤0.01%
15
92
$6K ﹤0.01%
27
93
$5K ﹤0.01%
+129
94
$4K ﹤0.01%
62
95
$4K ﹤0.01%
23
96
$4K ﹤0.01%
126
97
$4K ﹤0.01%
61
98
$4K ﹤0.01%
45
99
$4K ﹤0.01%
90
100
$3K ﹤0.01%
15
2 3
4
5 6