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
$260M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.85M
3
+$1.56M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$2.98M
2
+$1.08M
3
+$463K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$154K
5
IGM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20K 0.01%
+162
77
$20K 0.01%
+190
78
$19K 0.01%
136
+36
79
$19K 0.01%
396
+27
80
$19K 0.01%
533
81
$19K 0.01%
+2,675
82
$18K 0.01%
+243
83
$18K 0.01%
+200
84
$18K 0.01%
+135
85
$18K 0.01%
+75
86
$18K 0.01%
+218
87
$18K 0.01%
320
88
$17K 0.01%
+915
89
$17K 0.01%
330
+230
90
$17K 0.01%
+170
91
$17K 0.01%
+195
92
$17K 0.01%
+265
93
$17K 0.01%
88
+6
94
$17K 0.01%
+45
95
$17K 0.01%
+237
96
$17K 0.01%
+108
97
$16K 0.01%
+32
98
$16K 0.01%
65
99
$16K 0.01%
+136
100
$15K 0.01%
180
2 3
4
5 6