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
$158M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$309K
3
+$231K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$76.9K
5
PGX icon
Invesco Preferred ETF
PGX
+$71K

Top Sells

1
+$326K
2
+$322K
3
+$191K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$148K
5
T icon
AT&T
T
+$55K

Sector Composition

1 Energy 0.91%
2 Consumer Staples 0.74%
3 Industrials 0.55%
4 Consumer Discretionary 0.49%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
15
127
$2K ﹤0.01%
15
128
$2K ﹤0.01%
9
129
$1K ﹤0.01%
15
130
$1K ﹤0.01%
25
131
$1K ﹤0.01%
79
132
– –
-652
133
– –
-520
134
– –
-2,269
135
– –
-747
136
$0 ﹤0.01%
10
2 3 4 5
6