SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$9.3M
3
+$7.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.64M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$981K

Top Sells

1
+$31.1M
2
+$134K
3
+$57K
4
CVX icon
Chevron
CVX
+$50.3K
5
PG icon
Procter & Gamble
PG
+$48K

Sector Composition

1 Consumer Staples 0.85%
2 Industrials 0.79%
3 Consumer Discretionary 0.7%
4 Energy 0.57%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
15
102
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100
103
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50
104
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19
105
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25
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11
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17
109
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23
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6
112
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15
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12
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5
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37
116
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41
117
$2K ﹤0.01%
6
118
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23
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$2K ﹤0.01%
19
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44
121
$1K ﹤0.01%
15
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$1K ﹤0.01%
25
123
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9
124
$1K ﹤0.01%
280
125
$1K ﹤0.01%
43
2 3 4
5
6