SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$461K
3
+$450K
4
IYR icon
iShares US Real Estate ETF
IYR
+$303K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Top Sells

1
+$1.15M
2
+$1.15M
3
+$641K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$296K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K

Sector Composition

1 Consumer Staples 0.89%
2 Industrials 0.74%
3 Consumer Discretionary 0.73%
4 Energy 0.55%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
126
102
$4K ﹤0.01%
61
103
$4K ﹤0.01%
45
104
$3K ﹤0.01%
100
105
$3K ﹤0.01%
19
106
$3K ﹤0.01%
5
107
$3K ﹤0.01%
15
108
$3K ﹤0.01%
15
109
$3K ﹤0.01%
25
110
$3K ﹤0.01%
180
111
$3K ﹤0.01%
23
112
$3K ﹤0.01%
11
113
$3K ﹤0.01%
17
114
$2K ﹤0.01%
6
115
$2K ﹤0.01%
15
116
$2K ﹤0.01%
12
117
$2K ﹤0.01%
37
118
$2K ﹤0.01%
41
119
$2K ﹤0.01%
6
120
$2K ﹤0.01%
23
121
$2K ﹤0.01%
19
122
$2K ﹤0.01%
44
123
$2K ﹤0.01%
23
124
$1K ﹤0.01%
15
125
$1K ﹤0.01%
25
2 3 4
5
6