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
$343M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$121M
2 +$764K
3 +$416K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$50.8K
5
CTAS icon
Cintas
CTAS
+$12K

Sector Composition

1 Technology 0.54%
2 Industrials 0.36%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$14.1K ﹤0.01%
180
102
$13.2K ﹤0.01%
114
103
$12.5K ﹤0.01%
202
104
$12.5K ﹤0.01%
+500
105
$12.2K ﹤0.01%
69
106
$12.2K ﹤0.01%
+130
107
$12K ﹤0.01%
+60
108
$12K ﹤0.01%
72
109
$11.4K ﹤0.01%
43
110
$11.3K ﹤0.01%
16
111
$11.1K ﹤0.01%
165
112
$10.5K ﹤0.01%
+47
113
$10.3K ﹤0.01%
218
114
$9.87K ﹤0.01%
50
115
$9.77K ﹤0.01%
+186
116
$9.03K ﹤0.01%
100
117
$8.64K ﹤0.01%
300
118
$8.54K ﹤0.01%
38
119
$8.49K ﹤0.01%
+50
120
$8.48K ﹤0.01%
15
121
$7.84K ﹤0.01%
160
122
$7.71K ﹤0.01%
17
123
$7.19K ﹤0.01%
76
-8
124
$7.17K ﹤0.01%
66
125
$6.86K ﹤0.01%
14