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
$260M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.85M
3
+$1.56M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$2.98M
2
+$1.08M
3
+$463K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$154K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$121K

Sector Composition

1 Consumer Discretionary 0.82%
2 Communication Services 0.57%
3 Technology 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
230
102
$15K 0.01%
+60
103
$15K 0.01%
+124
104
$14K 0.01%
+52
105
$14K 0.01%
+365
106
$13K 0.01%
+75
107
$13K 0.01%
+72
108
$13K 0.01%
+167
109
$13K 0.01%
+31
110
$13K 0.01%
202
111
$13K 0.01%
+137
112
$13K 0.01%
+27
113
$12K ﹤0.01%
97
114
$11K ﹤0.01%
+39
115
$11K ﹤0.01%
180
116
$11K ﹤0.01%
300
117
$10K ﹤0.01%
+210
118
$10K ﹤0.01%
+123
119
$10K ﹤0.01%
115
120
$10K ﹤0.01%
+174
121
$10K ﹤0.01%
+180
122
$10K ﹤0.01%
+77
123
$9K ﹤0.01%
+43
124
$9K ﹤0.01%
+66
125
$9K ﹤0.01%
+137
3 4
5
6 7