SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+6.99%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$226M
AUM Growth
-$33.3M
(-13%)
Cap. Flow
-$57.9M
Cap. Flow
% of AUM
-25.6%
Top 10 Holdings %
Top 10 Hldgs %
96.26%
Holding
308
New
14
Increased
11
Reduced
25
Closed
152
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$35.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$33.8M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$30M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$27.9M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$20M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$130M |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
$27.5M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$23.9M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$23.6M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.91M |
Sector Composition
| 1 | Consumer Discretionary | 0.79% |
| 2 | Technology | 0.59% |
| 3 | Industrials | 0.54% |
| 4 | Communication Services | 0.51% |
| 5 | Consumer Staples | 0.33% |
