SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$227K
3
+$210K
4
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$66.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.2K

Top Sells

1
+$6.71M
2
+$2.71M
3
+$1.8M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$1.32M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$583K

Sector Composition

1 Technology 0.63%
2 Industrials 0.34%
3 Consumer Discretionary 0.31%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$258K 0.07%
2,564
27
$249K 0.07%
1,526
+1,396
28
$245K 0.07%
2,685
29
$228K 0.07%
1,537
-950
30
$219K 0.06%
777
31
$187K 0.05%
4,937
32
$176K 0.05%
967
33
$164K 0.05%
317
34
$158K 0.05%
1,000
35
$153K 0.04%
5,142
36
$135K 0.04%
281
37
$131K 0.04%
377
38
$127K 0.04%
1,500
39
$125K 0.04%
481
+181
40
$108K 0.03%
345
41
$106K 0.03%
2,445
42
$102K 0.03%
770
43
$100K 0.03%
800
44
$79.1K 0.02%
946
45
$78.3K 0.02%
1,349
46
$78K 0.02%
380
47
$77.7K 0.02%
1,270
-735
48
$77K 0.02%
374
49
$74.9K 0.02%
410
50
$68.8K 0.02%
413
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