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
$138M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$25.3M
3
+$25.2M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$13.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.15M

Top Sells

1
+$36.2M
2
+$17.8M
3
+$15.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.53M

Sector Composition

1 Consumer Staples 0.49%
2 Consumer Discretionary 0.44%
3 Energy 0.4%
4 Industrials 0.38%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,435
127
– –
-52,037
128
– –
-816,798
2 3 4 5
6