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
$301M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$25.4K
2
+$17.5K
3
+$2.51K
4
PG icon
Procter & Gamble
PG
+$1.02K

Top Sells

1
+$6.68M
2
+$3.15M
3
+$559K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$370K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$348K

Sector Composition

1 Technology 0.38%
2 Industrials 0.35%
3 Consumer Discretionary 0.29%
4 Consumer Staples 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$150K 0.05%
5,142
27
$135K 0.04%
4,937
28
$121K 0.04%
813
29
$120K 0.04%
2,138
30
$115K 0.04%
2,600
31
$115K 0.04%
3,900
32
$110K 0.04%
281
33
$101K 0.03%
232
34
$93.2K 0.03%
1,500
35
$84.7K 0.03%
800
36
$68.5K 0.02%
946
37
$66.8K 0.02%
1,349
38
$63.7K 0.02%
300
39
$63.7K 0.02%
410
40
$63.6K 0.02%
207
41
$62.3K 0.02%
292
42
$60.1K 0.02%
386
43
$58.7K 0.02%
570
44
$51.6K 0.02%
269
45
$51.5K 0.02%
583
46
$49.6K 0.02%
715
47
$49.2K 0.02%
575
48
$44.9K 0.01%
413
49
$40.8K 0.01%
221
50
$38.1K 0.01%
588
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