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
$166M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$54K
3
+$6K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.54K
5
PG icon
Procter & Gamble
PG
+$746

Top Sells

1
+$26.1M
2
+$8.1M
3
+$1.5M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$707K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$313K

Sector Composition

1 Consumer Staples 0.95%
2 Industrials 0.76%
3 Consumer Discretionary 0.74%
4 Technology 0.53%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
180
102
$4K ﹤0.01%
45
103
$3K ﹤0.01%
23
104
$3K ﹤0.01%
17
105
$3K ﹤0.01%
15
106
$3K ﹤0.01%
15
107
$3K ﹤0.01%
100
108
$3K ﹤0.01%
19
109
$3K ﹤0.01%
25
110
$3K ﹤0.01%
5
111
$3K ﹤0.01%
44
112
$2K ﹤0.01%
6
113
$2K ﹤0.01%
12
114
$2K ﹤0.01%
37
115
$2K ﹤0.01%
41
116
$2K ﹤0.01%
6
117
$2K ﹤0.01%
23
118
$2K ﹤0.01%
19
119
$2K ﹤0.01%
11
120
$2K ﹤0.01%
23
121
$1K ﹤0.01%
15
122
$1K ﹤0.01%
25
123
$1K ﹤0.01%
9
124
$1K ﹤0.01%
15
125
$1K ﹤0.01%
280
2 3 4
5
6