SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
-6.04%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$43.1M
AUM Growth
+$43.1M
(-6.8%)
Cap. Flow
+$33.9K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
90.61%
Holding
157
New
–
Increased
5
Reduced
7
Closed
9
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$175K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$164K |
| 3 |
Palo Alto Networks
PANW
|
$5.33K |
| 4 |
Procter & Gamble
PG
|
$883 |
| 5 |
Invesco QQQ Trust
QQQ
|
$267 |
Top Sells
| 1 |
iShares Expanded Tech Sector ETF
IGM
|
$88.7K |
| 2 |
Verizon
VZ
|
$53.9K |
| 3 |
AT&T
T
|
$39K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$32K |
| 5 |
Microsoft
MSFT
|
$31.7K |
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Industrials | 2.43% |
| 3 | Consumer Staples | 1.73% |
| 4 | Consumer Discretionary | 1.44% |
| 5 | Healthcare | 1.41% |
