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
$301M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$25.4K
2
+$17.5K
3
+$2.51K
4
PG icon
Procter & Gamble
PG
+$1.02K

Top Sells

1
+$6.68M
2
+$3.15M
3
+$559K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$370K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$348K

Sector Composition

1 Technology 0.38%
2 Industrials 0.35%
3 Consumer Discretionary 0.29%
4 Consumer Staples 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.6K 0.01%
320
52
$37.3K 0.01%
336
53
$36.9K 0.01%
162
54
$36.9K 0.01%
57
55
$32.7K 0.01%
142
56
$30.8K 0.01%
61
57
$30.5K 0.01%
87
58
$28K 0.01%
55
59
$27.2K 0.01%
180
60
$26.9K 0.01%
500
61
$25.4K 0.01%
385
62
$25.4K 0.01%
220
63
$25.4K 0.01%
+488
64
$24.7K 0.01%
72
65
$24.1K 0.01%
340
66
$23.3K 0.01%
444
67
$21.4K 0.01%
50
68
$21K 0.01%
53
69
$20.7K 0.01%
640
70
$18.5K 0.01%
97
71
$18.2K 0.01%
1,500
72
$17.9K 0.01%
130
73
$17.8K 0.01%
112
74
$17.8K 0.01%
140
75
$17.5K 0.01%
+115
1 2
3
4 5