SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+4.7%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$161M
AUM Growth
+$6.45M
(+4.2%)
Cap. Flow
-$697K
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
95.55%
Holding
137
New
6
Increased
10
Reduced
13
Closed
4
Top Buys
| 1 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$1.5M |
| 2 |
Schwab US REIT ETF
SCHH
|
$461K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$450K |
| 4 |
iShares US Real Estate ETF
IYR
|
$303K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$211K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.89% |
| 2 | Industrials | 0.74% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Energy | 0.55% |
| 5 | Technology | 0.51% |
