SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$321K
3 +$164K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$136K
5
BABA icon
Alibaba
BABA
+$135K

Sector Composition

1 Consumer Staples 3.52%
2 Consumer Discretionary 3.11%
3 Energy 2.48%
4 Communication Services 2.38%
5 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1K ﹤0.01%
6
102
$1K ﹤0.01%
25
103
$1K ﹤0.01%
19
104
$1K ﹤0.01%
79
105
-48,090
106
-350,690
107
-791,238
108
-86
109
-14
110
-384
111
-405,319
112
-52
113
-32
114
-9
115
-26
116
-405
117
-37,334
118
-20
119
-1,200
120
-400
121
-442,984
122
-215
123
-250
124
-20