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
$166M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$54K
3
+$6K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.54K
5
PG icon
Procter & Gamble
PG
+$746

Top Sells

1
+$26.1M
2
+$8.1M
3
+$1.5M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$707K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$313K

Sector Composition

1 Consumer Staples 0.95%
2 Industrials 0.76%
3 Consumer Discretionary 0.74%
4 Technology 0.53%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
110
77
$13K 0.01%
202
78
$12K 0.01%
100
79
$12K 0.01%
59
80
$11K 0.01%
67
81
$11K 0.01%
116
82
$11K 0.01%
311
+100
83
$11K 0.01%
225
84
$10K 0.01%
280
85
$10K 0.01%
60
86
$10K 0.01%
115
87
$10K 0.01%
110
88
$10K 0.01%
97
89
$8K ﹤0.01%
84
90
$7K ﹤0.01%
15
91
$7K ﹤0.01%
27
92
$7K ﹤0.01%
230
93
$6K ﹤0.01%
+300
94
$5K ﹤0.01%
193
95
$5K ﹤0.01%
90
96
$4K ﹤0.01%
2
97
$4K ﹤0.01%
62
98
$4K ﹤0.01%
23
99
$4K ﹤0.01%
126
100
$4K ﹤0.01%
61
2 3
4
5 6