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
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$9.52M
3
+$8.06M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.82M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.15M

Top Sells

1
+$31.1M
2
+$134K
3
+$57K
4
CVX icon
Chevron
CVX
+$52.3K
5
PG icon
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%
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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2
104
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19
105
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25
106
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180
107
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11
108
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17
109
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6
110
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15
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12
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5
113
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37
114
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41
115
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6
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23
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$2K ﹤0.01%
19
118
$2K ﹤0.01%
44
119
$2K ﹤0.01%
23
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$2K ﹤0.01%
23
121
$1K ﹤0.01%
15
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$1K ﹤0.01%
25
123
$1K ﹤0.01%
9
124
$1K ﹤0.01%
280
125
$1K ﹤0.01%
43
2 3 4
5
6