SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.2M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$978
2
+$647

Top Sells

1
+$35.8M
2
+$35.7M
3
+$30M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$30M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$20M

Sector Composition

1 Consumer Discretionary 2.8%
2 Technology 2.14%
3 Industrials 1.82%
4 Communication Services 1.82%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$10K 0.02%
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33
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$8K 0.01%
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$7K 0.01%
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$7K 0.01%
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115
$7K 0.01%
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$6K 0.01%
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119
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$6K 0.01%
68
121
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34
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$6K 0.01%
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$6K 0.01%
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125
$5K 0.01%
28
2 3 4
5
6