SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
+11.93%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+18%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
7.56%
Top 10 Holdings %
Top 10 Hldgs %
96.21%
Holding
134
New
13
Increased
16
Reduced
8
Closed
3
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$17.8M |
| 2 |
iShares Core Conservative Allocation ETF
AOK
|
$9.52M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$8.06M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.82M |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
$1.15M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$31.1M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$134K |
| 3 |
SHPG
Shire pic
SHPG
|
$57K |
| 4 |
Chevron
CVX
|
$52.3K |
| 5 |
Procter & Gamble
PG
|
$51.3K |
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% |
