SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
+7.6%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(+14%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
8.07%
Top 10 Holdings %
Top 10 Hldgs %
95.17%
Holding
154
New
23
Increased
23
Reduced
8
Closed
6
Top Buys
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$121M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$764K |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$416K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$50.8K |
| 5 |
Cintas
CTAS
|
$12K |
Sector Composition
| 1 | Technology | 0.54% |
| 2 | Industrials | 0.36% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Consumer Staples | 0.25% |
| 5 | Healthcare | 0.24% |
