SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
+7.28%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+528%)
Cap. Flow
+$226M
Cap. Flow
% of AUM
83.31%
Top 10 Holdings %
Top 10 Hldgs %
97.32%
Holding
157
New
9
Increased
7
Reduced
6
Closed
7
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$405K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$192K |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$176K |
| 4 |
Meta Platforms (Facebook)
META
|
$22K |
| 5 |
RTX Corp
RTX
|
$21K |
Sector Composition
| 1 | Technology | 0.43% |
| 2 | Industrials | 0.41% |
| 3 | Consumer Discretionary | 0.34% |
| 4 | Consumer Staples | 0.33% |
| 5 | Healthcare | 0.26% |
