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
$43.1M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$883
2
+$267

Top Sells

1
+$88.7K
2
+$53.9K
3
+$39K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$32K
5
MSFT icon
Microsoft
MSFT
+$31.7K

Sector Composition

1 Technology 2.55%
2 Industrials 2.43%
3 Consumer Staples 1.73%
4 Consumer Discretionary 1.44%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7K 0.02%
22
102
$7K 0.02%
54
103
$7K 0.02%
45
104
$7K 0.02%
50
105
$6K 0.01%
16
106
$6K 0.01%
28
107
$6K 0.01%
84
108
$6K 0.01%
55
109
$6K 0.01%
174
110
$6K 0.01%
34
111
$6K 0.01%
15
112
$6K 0.01%
69
113
$6K 0.01%
14
114
$6K 0.01%
230
115
$5K 0.01%
28
116
$5K 0.01%
21
117
$5K 0.01%
66
118
$5K 0.01%
80
-77
119
$5K 0.01%
191
120
$4K 0.01%
16
121
$4K 0.01%
17
122
$4K 0.01%
20
123
$4K 0.01%
42
124
$4K 0.01%
14
125
$4K 0.01%
80
2 3 4
5
6