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
201
$2K ﹤0.01%
+41
202
$2K ﹤0.01%
+17
203
$2K ﹤0.01%
+10
204
$2K ﹤0.01%
+249
205
$2K ﹤0.01%
+60
206
$2K ﹤0.01%
+18
207
$2K ﹤0.01%
+13
208
$2K ﹤0.01%
+77
209
$2K ﹤0.01%
+60
210
$2K ﹤0.01%
+15
211
$2K ﹤0.01%
+28
212
$2K ﹤0.01%
+67
213
$1K ﹤0.01%
+25
214
$1K ﹤0.01%
+9
215
$1K ﹤0.01%
+18
216
$1K ﹤0.01%
+42
217
$1K ﹤0.01%
+18
218
$1K ﹤0.01%
+1
219
$1K ﹤0.01%
+80
220
$1K ﹤0.01%
+57
221
$1K ﹤0.01%
+27
222
$1K ﹤0.01%
+8
223
$1K ﹤0.01%
+26
224
$1K ﹤0.01%
+3
225
$1K ﹤0.01%
+56
6 7 8
9
10