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
$220M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.22M
3
+$671K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$608K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$598K

Top Sells

1
+$3M
2
+$651K
3
+$149K
4
SBUX icon
Starbucks
SBUX
+$111K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$66.4K

Sector Composition

1 Consumer Discretionary 0.87%
2 Consumer Staples 0.45%
3 Technology 0.42%
4 Communication Services 0.4%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
17
77
$6K ﹤0.01%
180
78
$5K ﹤0.01%
28
79
$5K ﹤0.01%
19
80
$5K ﹤0.01%
100
81
$4K ﹤0.01%
7
82
$4K ﹤0.01%
28
83
$4K ﹤0.01%
16
84
$4K ﹤0.01%
15
85
$4K ﹤0.01%
5
86
$3K ﹤0.01%
42
87
$3K ﹤0.01%
17
88
– –
-245,520
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