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
$271M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$42.8M
3
+$6.24M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.61M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.48M

Top Sells

1
+$405K
2
+$192K
3
+$176K
4
META icon
Meta Platforms (Facebook)
META
+$22K
5
RTX icon
RTX Corp
RTX
+$21K

Sector Composition

1 Technology 0.43%
2 Industrials 0.41%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0.33%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.3K 0.01%
320
52
$32.3K 0.01%
61
53
$32K 0.01%
625
54
$30.7K 0.01%
208
55
$30.7K 0.01%
339
+259
56
$30.5K 0.01%
162
57
$29.5K 0.01%
142
58
$29.4K 0.01%
385
59
$28.9K 0.01%
310
60
$25.9K 0.01%
165
61
$25.8K 0.01%
340
62
$25.4K 0.01%
220
63
$25.2K 0.01%
640
64
$24.2K 0.01%
72
65
$23.8K 0.01%
500
66
$21.8K 0.01%
193
67
$20.9K 0.01%
180
68
$19.7K 0.01%
195
69
$19.7K 0.01%
417
70
$19.5K 0.01%
190
71
$19.1K 0.01%
50
72
$18.9K 0.01%
575
73
$18.5K 0.01%
55
74
$18.5K 0.01%
112
75
$18.4K 0.01%
53
1 2
3
4 5