SCA
Stuart Chaussee & Associates Portfolio holdings
AUM $401M
AUM
$401M
AUM Growth
-$2.02M (-0.5%)
Cap. Flow
+$63M
Cap. Flow % of AUM
15.7%
Top 10 Holdings %Top 10 Hldgs %
92.65%
Holding
196
New
13
Increased
7
Reduced
20
Closed
10
Top Buys
| 1 | $74.7M | |
| 2 | $60.6M | |
| 3 | $40.2M | |
| 4 | $1.8M | |
| 5 | $1.71M |
Top Sells
| 1 | $110M | |
| 2 | $2.57M | |
| 3 | $2.39M | |
| 4 | $1.68M | |
| 5 | $493K |
Sector Composition
| 1 | Industrials | 0.72% |
| 2 | Technology | 0.62% |
| 3 | Healthcare | 0.24% |
| 4 | Communication Services | 0.21% |
| 5 | Financials | 0.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9.05K | 0% | 160 | – | – | |||
| $8.67K | 0% | 43 | – | – | |||
| $8.56K | 0% | 28 | – | – | |||
| $8.48K | 0% | 15 | – | – | |||
| $8.39K | 0% | 80 | – | – | |||
| $8.23K | 0% | 50 | – | – | |||
| $8.12K | 0% | 72 | – | – | |||
| $7.6K | 0% | 300 | – | – | |||
| $7.59K | 0% | 17 | – | – | |||
| $7.43K | 0% | 28 | – | – | |||
| $6.92K | 0% | 7 | – | – | |||
| $6.74K | 0% | 84 | – | – | |||
| $6.41K | 0% | 76 | – | – | |||
| $6.24K | 0% | 36 | – | – | |||
| $6.21K | 0% | 34 | – | – | |||
| $6.21K | 0% | 31 | – | – | |||
| $5.38K | 0% | 17 | – | – | |||
| $5.3K | 0% | 200 | New | +$5.3K | |||
| $5.13K | 0% | 14 | – | – | |||
| $5.08K | 0% | 10 | – | – | |||
| $4.99K | 0% | 16 | – | – | |||
| $4.69K | 0% | 42 | – | – | |||
| $4.19K | 0% | 66 | – | – | |||
| $2.48K | 0% | 30 | – | – | |||
| $864 | 0% | 10 | – | – |
