SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+11.77%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$232M
AUM Growth
+$168M
(+262%)
Cap. Flow
+$161M
Cap. Flow
% of AUM
69.14%
Top 10 Holdings %
Top 10 Hldgs %
95.39%
Holding
174
New
28
Increased
29
Reduced
3
Closed
4
Top Buys
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$61.9M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$27.3M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$19.4M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$19.4M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$15.3M |
Top Sells
| 1 |
iShares Expanded Tech Sector ETF
IGM
|
$1.21M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$849K |
| 3 |
Invesco QQQ Trust
QQQ
|
$760K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$10K |
| 5 |
Eversource Energy
ES
|
$9K |
Sector Composition
| 1 | Consumer Discretionary | 0.9% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.59% |
| 4 | Communication Services | 0.52% |
| 5 | Consumer Staples | 0.38% |
