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
$155M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$9.52M
3 +$8.06M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.82M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.15M

Top Sells

1 +$31.1M
2 +$134K
3 +$57K
4
CVX icon
Chevron
CVX
+$52.3K
5
PG icon
Procter & Gamble
PG
+$51.3K

Sector Composition

1 Consumer Staples 0.85%
2 Industrials 0.79%
3 Consumer Discretionary 0.7%
4 Energy 0.57%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
79
127
$0 ﹤0.01%
9
128
-619,540
129
$0 ﹤0.01%
17
130
-4,110
131
$0 ﹤0.01%
1
-3
132
$0 ﹤0.01%
10
133
-325