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
$106M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$14.7M
3
+$14.4M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$14.3M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.23M

Top Sells

1
+$83M
2
+$52.5M
3
+$15.5M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$8.54M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$1.83M

Sector Composition

1 Consumer Discretionary 1.27%
2 Consumer Staples 0.79%
3 Technology 0.49%
4 Communication Services 0.46%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$78K 0.07%
800
-1,760
27
$77K 0.07%
460
+355
28
$74K 0.07%
1,280
-2,080
29
$58K 0.05%
758
30
$51K 0.05%
386
-80
31
$45K 0.04%
185
+158
32
$43K 0.04%
798
-380
33
$40K 0.04%
269
-33
34
$36K 0.03%
715
-65
35
$33K 0.03%
370
-235
36
$30K 0.03%
+232
37
$30K 0.03%
2,000
-400
38
$29K 0.03%
346
+301
39
$29K 0.03%
178
+54
40
$26K 0.02%
485
41
$23K 0.02%
314
+129
42
$20K 0.02%
+410
43
$18K 0.02%
385
44
$13K 0.01%
50
45
$12K 0.01%
88
-19
46
$12K 0.01%
202
47
$12K 0.01%
320
-625
48
$11K 0.01%
356
+22
49
$11K 0.01%
65
50
$9K 0.01%
100
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