SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
-19.75%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$46.3M
AUM Growth
+$46.3M
(-78%)
Cap. Flow
-$150M
Cap. Flow
% of AUM
-325.01%
Top 10 Holdings %
Top 10 Hldgs %
90.19%
Holding
178
New
16
Increased
10
Reduced
18
Closed
21
Top Buys
| 1 |
VICI Properties
VICI
|
$153K |
| 2 |
Microsoft
MSFT
|
$17.2K |
| 3 |
TSMC
TSM
|
$13K |
| 4 |
Costco
COST
|
$12K |
| 5 |
Amazon
AMZN
|
$10.6K |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$47.6M |
| 2 |
Vanguard Health Care ETF
VHT
|
$28.5M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$26M |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$21.1M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$14.4M |
Sector Composition
| 1 | Technology | 2.68% |
| 2 | Industrials | 2.39% |
| 3 | Consumer Staples | 1.83% |
| 4 | Communication Services | 1.49% |
| 5 | Healthcare | 1.41% |
