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
$161M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$461K
3
+$450K
4
IYR icon
iShares US Real Estate ETF
IYR
+$303K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$211K

Top Sells

1
+$1.15M
2
+$1.15M
3
+$641K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$296K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$283K

Sector Composition

1 Consumer Staples 0.89%
2 Industrials 0.74%
3 Consumer Discretionary 0.73%
4 Energy 0.55%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
9
127
$1K ﹤0.01%
280
128
$1K ﹤0.01%
43
129
$1K ﹤0.01%
79
130
$0 ﹤0.01%
9
131
$0 ﹤0.01%
17
132
– –
-1,636
133
– –
-150
134
– –
-162,000
135
– –
-1
136
$0 ﹤0.01%
10
2 3 4 5
6