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
$295M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.82M
3
+$116K
4
RTX icon
RTX Corp
RTX
+$25.4K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.36K

Top Sells

1
+$6.24M
2
+$3.48M
3
+$545K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$432K
5
JPM icon
JPMorgan Chase
JPM
+$62K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.28%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$141K 0.05%
4,937
27
$133K 0.05%
2,138
-182
28
$130K 0.04%
813
29
$107K 0.04%
232
30
$98.6K 0.03%
2,600
31
$88.1K 0.03%
1,500
32
$74.3K 0.03%
800
33
$68.8K 0.02%
946
34
$67.4K 0.02%
1,349
35
$63.9K 0.02%
501
36
$60.6K 0.02%
570
37
$59.8K 0.02%
386
38
$59.2K 0.02%
207
39
$57.1K 0.02%
269
40
$56.2K 0.02%
583
41
$55K 0.02%
575
42
$50.3K 0.02%
263
43
$50K 0.02%
292
44
$49.9K 0.02%
715
45
$42.9K 0.01%
114
46
$42K 0.01%
413
47
$40.9K 0.01%
588
48
$38.1K 0.01%
57
49
$35.1K 0.01%
320
50
$32K 0.01%
142
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