SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.2M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$978
2 +$647

Sector Composition

1 Consumer Discretionary 2.8%
2 Technology 2.14%
3 Industrials 1.82%
4 Communication Services 1.82%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$17K 0.03%
365
77
$16K 0.02%
39
78
$16K 0.02%
167
79
$16K 0.02%
60
80
$16K 0.02%
82
81
$15K 0.02%
52
82
$15K 0.02%
54
83
$15K 0.02%
97
84
$14K 0.02%
36
85
$14K 0.02%
27
86
$13K 0.02%
75
87
$13K 0.02%
300
88
$13K 0.02%
202
89
$13K 0.02%
206
90
$12K 0.02%
210
91
$11K 0.02%
180
92
$11K 0.02%
75
93
$10K 0.02%
165
94
$10K 0.02%
292
95
$10K 0.02%
36
96
$10K 0.02%
96
97
$10K 0.02%
180
98
$10K 0.02%
43
99
$10K 0.02%
137
100
$10K 0.02%
66