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
$43.1M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$883
2
+$267

Top Sells

1
+$88.7K
2
+$53.9K
3
+$39K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$32K
5
MSFT icon
Microsoft
MSFT
+$31.7K

Sector Composition

1 Technology 2.55%
2 Industrials 2.43%
3 Consumer Staples 1.73%
4 Consumer Discretionary 1.44%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K 0.01%
14
127
$4K 0.01%
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$4K 0.01%
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$3K 0.01%
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$3K 0.01%
143
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7
132
$3K 0.01%
103
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$3K 0.01%
96
134
$3K 0.01%
10
135
$2K ﹤0.01%
310
136
$2K ﹤0.01%
30
137
$1K ﹤0.01%
3
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$1K ﹤0.01%
5
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$1K ﹤0.01%
30
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$1K ﹤0.01%
2
141
$0 ﹤0.01%
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