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
$177M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$1.83M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$595K
5
AAPL icon
Apple
AAPL
+$286K

Top Sells

1
+$48.9M
2
+$489K
3
+$480K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$470K
5
IYR icon
iShares US Real Estate ETF
IYR
+$324K

Sector Composition

1 Consumer Staples 0.88%
2 Technology 0.87%
3 Communication Services 0.85%
4 Consumer Discretionary 0.77%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
15
102
$3K ﹤0.01%
15
103
$3K ﹤0.01%
32
-200
104
$3K ﹤0.01%
19
105
$3K ﹤0.01%
25
106
$3K ﹤0.01%
5
107
$3K ﹤0.01%
44
108
$3K ﹤0.01%
23
109
$3K ﹤0.01%
11
110
$3K ﹤0.01%
17
111
$2K ﹤0.01%
6
112
$2K ﹤0.01%
25
113
$2K ﹤0.01%
9
114
$2K ﹤0.01%
15
115
$2K ﹤0.01%
12
116
$2K ﹤0.01%
37
117
$2K ﹤0.01%
41
118
$2K ﹤0.01%
6
119
$2K ﹤0.01%
23
120
$2K ﹤0.01%
280
121
$2K ﹤0.01%
19
122
$2K ﹤0.01%
23
123
$1K ﹤0.01%
15
124
$1K ﹤0.01%
43
125
$1K ﹤0.01%
79
2 3 4
5
6