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
$232M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$27.3M
3
+$19.4M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$19.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$15.3M

Top Sells

1
+$1.21M
2
+$849K
3
+$760K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10K
5
ES icon
Eversource Energy
ES
+$9K

Sector Composition

1 Consumer Discretionary 0.9%
2 Technology 0.76%
3 Industrials 0.59%
4 Communication Services 0.52%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
+71
127
$8K ﹤0.01%
77
128
$8K ﹤0.01%
+83
129
$8K ﹤0.01%
218
130
$7K ﹤0.01%
28
131
$7K ﹤0.01%
84
132
$7K ﹤0.01%
50
133
$7K ﹤0.01%
17
134
$7K ﹤0.01%
140
135
$7K ﹤0.01%
+8
136
$7K ﹤0.01%
+13
137
$7K ﹤0.01%
30
138
$7K ﹤0.01%
66
139
$7K ﹤0.01%
69
140
$7K ﹤0.01%
38
141
$7K ﹤0.01%
43
142
$6K ﹤0.01%
28
143
$6K ﹤0.01%
17
144
$6K ﹤0.01%
21
145
$6K ﹤0.01%
+14
146
$6K ﹤0.01%
87
147
$6K ﹤0.01%
34
148
$5K ﹤0.01%
+22
149
$5K ﹤0.01%
+54
150
$5K ﹤0.01%
31
3 4 5
6
7