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
$318M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$6.68M
3
+$385K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$116K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$68K

Top Sells

1
+$91M
2
+$24.1M
3
+$9.72M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$5.82M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$159K

Sector Composition

1 Technology 0.49%
2 Industrials 0.38%
3 Consumer Discretionary 0.3%
4 Consumer Staples 0.26%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.3K 0.01%
588
52
$40K 0.01%
336
-165
53
$39.4K 0.01%
57
54
$35.6K 0.01%
162
55
$34.3K 0.01%
320
56
$33.7K 0.01%
142
57
$29.7K 0.01%
87
+33
58
$29.3K 0.01%
61
59
$28.6K 0.01%
385
60
$26.9K 0.01%
55
61
$25.9K 0.01%
500
62
$25.4K 0.01%
259
63
$25.2K 0.01%
72
64
$24.6K 0.01%
220
65
$24.5K 0.01%
340
66
$24.2K 0.01%
444
67
$23.8K 0.01%
640
68
$22.2K 0.01%
50
69
$21K 0.01%
180
70
$20.8K 0.01%
53
71
$20.2K 0.01%
112
72
$18.5K 0.01%
+130
73
$18.3K 0.01%
140
74
$18.2K 0.01%
97
75
$17.9K 0.01%
+268
1 2
3
4 5