SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
This Quarter Return
-12.63%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-40%)
Cap. Flow
-$68.3M
Cap. Flow
% of AUM
-64.6%
Top 10 Holdings %
Top 10 Hldgs %
97.2%
Holding
138
New
10
Increased
12
Reduced
27
Closed
71
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$52.6M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$14.7M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$14.4M |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$14.3M |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
$1.23M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.27% |
| 2 | Consumer Staples | 0.79% |
| 3 | Technology | 0.49% |
| 4 | Communication Services | 0.46% |
| 5 | Industrials | 0.34% |
