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
$271M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$169M
2 +$42.8M
3 +$6.24M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.61M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.48M

Top Sells

1 +$405K
2 +$192K
3 +$176K
4
META icon
Meta Platforms (Facebook)
META
+$22K
5
RTX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$157K 0.06%
430
27
$148K 0.05%
2,320
28
$131K 0.05%
813
29
$119K 0.04%
232
30
$90.9K 0.03%
2,600
31
$85.7K 0.03%
1,500
-255
32
$68.2K 0.03%
946
33
$68.2K 0.03%
386
34
$67.5K 0.02%
1,349
35
$65.4K 0.02%
800
36
$63.2K 0.02%
570
37
$62K 0.02%
462
38
$60K 0.02%
583
39
$56.4K 0.02%
263
40
$55.3K 0.02%
207
41
$55.1K 0.02%
501
+336
42
$54.8K 0.02%
575
43
$51.2K 0.02%
269
44
$47.7K 0.02%
715
45
$45.8K 0.02%
292
46
$42K 0.02%
588
47
$40.4K 0.01%
57
48
$40.1K 0.01%
114
+78
49
$39.1K 0.01%
540
50
$36.2K 0.01%
413