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
$210M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$28.5M
3
+$26M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$21.1M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$14.4M

Top Sells

1
+$59.7M
2
+$27.3M
3
+$19.4M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$15.3M
5
SCHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
33
-33
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$8K ﹤0.01%
174
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17
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$8K ﹤0.01%
+300
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28
133
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43
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$6K ﹤0.01%
28
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$6K ﹤0.01%
20
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$6K ﹤0.01%
14
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$6K ﹤0.01%
191
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14
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$5K ﹤0.01%
17
142
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-132
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$5K ﹤0.01%
21
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42
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40
-35
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$5K ﹤0.01%
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147
$4K ﹤0.01%
31
148
$4K ﹤0.01%
16
149
$4K ﹤0.01%
143
150
$4K ﹤0.01%
7
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4 5
6
7 8