SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$42K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$18.3M
3
+$16.4M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$15.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M

Top Sells

1
+$40.4M
2
+$23.9M
3
+$19.1M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$10.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.97M

Sector Composition

1 Consumer Staples 0.53%
2 Industrials 0.38%
3 Consumer Discretionary 0.37%
4 Communication Services 0.27%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-186,738
102
– –
-27
103
– –
-120,314
104
– –
-152,710
105
– –
-149,225
1 2 3 4
5