SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+2.38%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$260M
AUM Growth
+$11.5M
(+4.6%)
Cap. Flow
+$6.7M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
94.99%
Holding
298
New
213
Increased
27
Reduced
8
Closed
4
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.13M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.86M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.56M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$1.51M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.43M |
Top Sells
| 1 |
Apple
AAPL
|
$2.98M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.08M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$463K |
| 4 |
Invesco QQQ Trust
QQQ
|
$154K |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
$121K |
Sector Composition
| 1 | Consumer Discretionary | 0.82% |
| 2 | Communication Services | 0.57% |
| 3 | Technology | 0.5% |
| 4 | Industrials | 0.4% |
| 5 | Consumer Staples | 0.36% |
