SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$197K
3
+$172K
4
KMB icon
Kimberly-Clark
KMB
+$153K
5
BUD icon
AB InBev
BUD
+$86.6K

Top Sells

1
+$186K
2
+$104K
3
+$69.6K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.6K
5
WFC icon
Wells Fargo
WFC
+$49.3K

Sector Composition

1 Consumer Staples 3.9%
2 Communication Services 1.28%
3 Energy 0.75%
4 Consumer Discretionary 0.48%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 56.46%
963,283
+401
2
$24.6M 19.98%
541,323
-4,097
3
$10.9M 8.83%
124,897
-108
4
$5.48M 4.46%
67,460
-1,278
5
$1.16M 0.95%
11,960
+850
6
$957K 0.78%
13,560
7
$956K 0.78%
15,117
-1,100
8
$915K 0.74%
21,610
+6,685
9
$670K 0.54%
12,893
+1,019
10
$621K 0.5%
20,240
+2,171
11
$489K 0.4%
9,040
12
$459K 0.37%
5,255
+885
13
$401K 0.33%
3,894
+780
14
$345K 0.28%
3,859
15
$296K 0.24%
5,144
+2,985
16
$284K 0.23%
6,458
17
$242K 0.2%
7,536
+1,813
18
$220K 0.18%
4,284
19
$208K 0.17%
1,585
+660
20
$205K 0.17%
1,625
+1,210
21
$197K 0.16%
+2,270
22
$188K 0.15%
2,538
23
$177K 0.14%
2,768
+385
24
$172K 0.14%
4,101
25
$170K 0.14%
5,839
+1,550
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