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
$260M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.85M
3
+$1.56M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.51M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Top Sells

1
+$2.98M
2
+$1.08M
3
+$463K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$154K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$121K

Sector Composition

1 Consumer Discretionary 0.82%
2 Communication Services 0.57%
3 Technology 0.5%
4 Industrials 0.4%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
17
152
$6K ﹤0.01%
+26
153
$6K ﹤0.01%
+91
154
$6K ﹤0.01%
+37
155
$6K ﹤0.01%
+38
156
$6K ﹤0.01%
+153
157
$6K ﹤0.01%
+43
158
$5K ﹤0.01%
+113
159
$5K ﹤0.01%
+68
160
$5K ﹤0.01%
+143
161
$5K ﹤0.01%
28
162
$5K ﹤0.01%
+77
163
$5K ﹤0.01%
+10
164
$5K ﹤0.01%
+87
165
$5K ﹤0.01%
+180
166
$5K ﹤0.01%
+10
167
$5K ﹤0.01%
+76
168
$5K ﹤0.01%
+34
169
$5K ﹤0.01%
+91
170
$5K ﹤0.01%
+139
171
$5K ﹤0.01%
+191
172
$5K ﹤0.01%
+90
173
$4K ﹤0.01%
+15
174
$4K ﹤0.01%
+31
175
$4K ﹤0.01%
16
5 6
7
8 9