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
$177M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$1.83M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$595K
5
AAPL icon
Apple
AAPL
+$286K

Top Sells

1
+$48.9M
2
+$489K
3
+$480K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$470K
5
IYR icon
iShares US Real Estate ETF
IYR
+$324K

Sector Composition

1 Consumer Staples 0.88%
2 Technology 0.87%
3 Communication Services 0.85%
4 Consumer Discretionary 0.77%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-125
127
– –
-248
128
$0 ﹤0.01%
5
-4
129
– –
-3,465
130
– –
-384
131
– –
-300
132
– –
-20,750
133
– –
-5,150
134
– –
-193
135
$0 ﹤0.01%
10
-7
2 3 4 5
6