SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
-2.52%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$210M
AUM Growth
-$22.4M
(-9.7%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-6.67%
Top 10 Holdings %
Top 10 Hldgs %
95.78%
Holding
193
New
23
Increased
16
Reduced
38
Closed
31
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$47.6M |
| 2 |
Vanguard Health Care ETF
VHT
|
$28.5M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$26M |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$21.1M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$14.4M |
Top Sells
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$59.7M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$27.3M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$19.4M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$15.3M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$9.74M |
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Consumer Discretionary | 0.63% |
| 3 | Industrials | 0.59% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Staples | 0.42% |
