We are live on
!
Find out more
SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$458M
1-Year Est. Return
15.9%
This Fund
S&P 500
This Quarter
Est. Return
+7.28%
1 Year Est. Return
+15.9%
3 Year Est. Return
+58.59%
5 Year Est. Return
+61.43%
10 Year Est. Return
+285.13%
AUM
$271M
AUM Growth
+$228M
(+528%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
82.58%
Top 10 Holdings %
Top 10 Hldgs %
97.32%
Holding
157
New
9
Increased
6
Reduced
7
Closed
7
Top Buys
Top Sells
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$413K |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$197K |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
+$181K |
| 4 |
Meta Platforms (Facebook)
META
|
+$22K |
| 5 |
RTX Corp
RTX
|
+$21K |
Sector Composition
| 1 | Technology | 0.43% |
| 2 | Industrials | 0.41% |
| 3 | Consumer Discretionary | 0.34% |
| 4 | Consumer Staples | 0.33% |
| 5 | Healthcare | 0.26% |
Similar funds
ODG
GWM
SCP
BWA
VBFG
JWM
FNC
OHWA