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
$177M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$1.83M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$595K
5
AAPL icon
Apple
AAPL
+$286K

Top Sells

1
+$48.9M
2
+$489K
3
+$480K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$470K
5
IYR icon
iShares US Real Estate ETF
IYR
+$324K

Sector Composition

1 Consumer Staples 0.88%
2 Technology 0.87%
3 Communication Services 0.85%
4 Consumer Discretionary 0.77%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
59
77
$12K 0.01%
225
78
$11K 0.01%
75
-340
79
$11K 0.01%
116
80
$11K 0.01%
110
81
$11K 0.01%
97
82
$10K 0.01%
60
83
$10K 0.01%
67
84
$10K 0.01%
115
85
$10K 0.01%
67
-269
86
$10K 0.01%
280
87
$8K ﹤0.01%
15
88
$8K ﹤0.01%
27
89
$8K ﹤0.01%
84
90
$7K ﹤0.01%
230
91
$6K ﹤0.01%
300
92
$5K ﹤0.01%
62
93
$5K ﹤0.01%
180
94
$5K ﹤0.01%
45
95
$5K ﹤0.01%
90
96
$4K ﹤0.01%
100
97
$4K ﹤0.01%
2
98
$4K ﹤0.01%
23
99
$4K ﹤0.01%
126
100
$4K ﹤0.01%
61
2 3
4
5 6