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
$158M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$309K
3
+$231K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$76.9K
5
PGX icon
Invesco Preferred ETF
PGX
+$71K

Top Sells

1
+$326K
2
+$322K
3
+$191K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$148K
5
T icon
AT&T
T
+$55K

Sector Composition

1 Energy 0.91%
2 Consumer Staples 0.74%
3 Industrials 0.55%
4 Consumer Discretionary 0.49%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
61
102
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45
103
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2
104
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62
105
$3K ﹤0.01%
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106
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100
107
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19
108
$3K ﹤0.01%
180
109
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11
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$3K ﹤0.01%
17
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$2K ﹤0.01%
6
112
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15
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15
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9
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25
116
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15
117
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12
118
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5
119
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37
120
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41
121
$2K ﹤0.01%
6
122
$2K ﹤0.01%
23
123
$2K ﹤0.01%
280
124
$2K ﹤0.01%
19
125
$2K ﹤0.01%
44
2 3 4
5
6