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
$161M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$461K
3
+$450K
4
IYR icon
iShares US Real Estate ETF
IYR
+$303K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Top Sells

1
+$1.15M
2
+$1.15M
3
+$641K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$296K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K

Sector Composition

1 Consumer Staples 0.89%
2 Industrials 0.74%
3 Consumer Discretionary 0.73%
4 Energy 0.55%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
1,000
77
$13K 0.01%
225
78
$13K 0.01%
65
79
$13K 0.01%
110
80
$12K 0.01%
100
81
$12K 0.01%
280
82
$12K 0.01%
202
83
$11K 0.01%
59
84
$11K 0.01%
+230
85
$10K 0.01%
60
86
$10K 0.01%
67
87
$10K 0.01%
116
88
$10K 0.01%
110
-212
89
$10K 0.01%
97
90
$10K 0.01%
+325
91
$9K 0.01%
115
92
$8K 0.01%
211
+82
93
$7K ﹤0.01%
84
94
$7K ﹤0.01%
15
95
$7K ﹤0.01%
27
96
$6K ﹤0.01%
193
97
$5K ﹤0.01%
90
98
$4K ﹤0.01%
2
99
$4K ﹤0.01%
62
100
$4K ﹤0.01%
23
2 3
4
5 6