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
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61
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45
104
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100
105
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19
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25
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5
108
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180
109
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11
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17
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15
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$2K ﹤0.01%
6
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15
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12
117
$2K ﹤0.01%
37
118
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44
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41
123
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6
124
$1K ﹤0.01%
15
125
$1K ﹤0.01%
25
2 3 4
5
6