SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$26.4K
2 +$18.1K
3 +$2.6K
4
PG icon
Procter & Gamble
PG
+$1.07K

Sector Composition

1 Technology 0.38%
2 Industrials 0.35%
3 Consumer Discretionary 0.29%
4 Consumer Staples 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$460 ﹤0.01%
5
127
$343 ﹤0.01%
7
128
-259
129
-14,120