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
$318M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.49%
2 Industrials 0.38%
3 Consumer Discretionary 0.3%
4 Consumer Staples 0.26%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$7.83K ﹤0.01%
17
102
$7.3K ﹤0.01%
160
103
$7.28K ﹤0.01%
66
104
$7.07K ﹤0.01%
84
105
$7.04K ﹤0.01%
15
106
$6.71K ﹤0.01%
174
107
$6.59K ﹤0.01%
14
108
$6.23K ﹤0.01%
191
109
$6.16K ﹤0.01%
21
110
$6.15K ﹤0.01%
28
111
$5.69K ﹤0.01%
34
112
$5.62K ﹤0.01%
17
113
$5.52K ﹤0.01%
7
114
$5.39K ﹤0.01%
36
115
$5.19K ﹤0.01%
28
116
$4.75K ﹤0.01%
84
117
$4.01K ﹤0.01%
10
118
$3.71K ﹤0.01%
42
119
$3.55K ﹤0.01%
16
120
$3.34K ﹤0.01%
30
121
$3.02K ﹤0.01%
18
122
$624 ﹤0.01%
30
123
$584 ﹤0.01%
2
124
$582 ﹤0.01%
3
125
$570 ﹤0.01%
5