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
$295M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.82M
3
+$116K
4
RTX icon
RTX Corp
RTX
+$25.4K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.36K

Top Sells

1
+$6.24M
2
+$3.48M
3
+$545K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$432K
5
JPM icon
JPMorgan Chase
JPM
+$62K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.28%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31K 0.01%
162
52
$29.7K 0.01%
385
53
$28.8K 0.01%
61
54
$28.4K 0.01%
172
-36
55
$26.1K 0.01%
500
56
$25.4K 0.01%
+259
57
$25.2K 0.01%
220
58
$24.9K 0.01%
640
59
$24.3K 0.01%
180
60
$23.7K 0.01%
340
61
$23.5K 0.01%
72
62
$22.4K 0.01%
444
+27
63
$21.2K 0.01%
55
64
$20.8K 0.01%
112
65
$20.5K 0.01%
50
66
$19.3K 0.01%
53
67
$16.7K 0.01%
54
68
$16.4K 0.01%
310
69
$16.2K 0.01%
97
70
$16.1K 0.01%
533
71
$14.5K ﹤0.01%
140
72
$13.6K ﹤0.01%
202
73
$12.2K ﹤0.01%
300
-325
74
$12.1K ﹤0.01%
1,500
75
$11.9K ﹤0.01%
24
1 2
3
4 5