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
$260M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.85M
3
+$1.56M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$2.98M
2
+$1.08M
3
+$463K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$154K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$121K

Sector Composition

1 Consumer Discretionary 0.82%
2 Communication Services 0.57%
3 Technology 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
+73
127
$9K ﹤0.01%
43
+26
128
$8K ﹤0.01%
+23
129
$8K ﹤0.01%
+27
130
$8K ﹤0.01%
+66
131
$8K ﹤0.01%
+22
132
$8K ﹤0.01%
+110
133
$8K ﹤0.01%
470
-1,530
134
$8K ﹤0.01%
+165
135
$8K ﹤0.01%
+14
136
$8K ﹤0.01%
+165
137
$8K ﹤0.01%
+84
138
$8K ﹤0.01%
+292
139
$7K ﹤0.01%
84
140
$7K ﹤0.01%
+40
141
$7K ﹤0.01%
9
+2
142
$7K ﹤0.01%
+140
143
$7K ﹤0.01%
+167
144
$7K ﹤0.01%
+218
145
$6K ﹤0.01%
+50
146
$6K ﹤0.01%
+17
147
$6K ﹤0.01%
+24
148
$6K ﹤0.01%
28
149
$6K ﹤0.01%
+33
150
$6K ﹤0.01%
+352
4 5
6
7 8