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
$403M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$49.5M
3
+$2.72M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.3M

Top Sells

1
+$147M
2
+$3.49M
3
+$2.71M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$202K
5
PG icon
Procter & Gamble
PG
+$140K

Sector Composition

1 Technology 0.7%
2 Industrials 0.3%
3 Communication Services 0.26%
4 Financials 0.23%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.09%
1,960
27
$357K 0.09%
918
-290
28
$351K 0.09%
+1,450
29
$332K 0.08%
430
30
$329K 0.08%
1,946
+420
31
$315K 0.08%
8,400
32
$292K 0.07%
541
+260
33
$217K 0.05%
4,937
34
$194K 0.05%
1,537
35
$185K 0.05%
1,375
+785
36
$173K 0.04%
597
-180
37
$172K 0.04%
967
38
$166K 0.04%
282
39
$161K 0.04%
556
40
$158K 0.04%
659
+157
41
$150K 0.04%
5,142
42
$143K 0.04%
453
+217
43
$134K 0.03%
+370
44
$133K 0.03%
800
45
$133K 0.03%
377
46
$132K 0.03%
+5,000
47
$130K 0.03%
1,300
-1,464,898
48
$124K 0.03%
489
49
$117K 0.03%
317
50
$114K 0.03%
345
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