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
$343M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$33.7M
3
+$6.82M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.61M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.77M

Top Sells

1
+$121M
2
+$764K
3
+$416K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$50.8K
5
CTAS icon
Cintas
CTAS
+$12K

Sector Composition

1 Technology 0.54%
2 Industrials 0.36%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.8K 0.02%
130
+80
52
$61.4K 0.02%
236
+94
53
$60.5K 0.02%
386
54
$59.6K 0.02%
413
55
$52.3K 0.02%
575
56
$51.8K 0.02%
715
57
$51.6K 0.02%
98
+37
58
$49.9K 0.01%
514
-69
59
$48.6K 0.01%
336
60
$46.3K 0.01%
57
61
$41.2K 0.01%
588
62
$41.2K 0.01%
+284
63
$40K 0.01%
+235
64
$37K 0.01%
336
+236
65
$36.4K 0.01%
162
66
$36.1K 0.01%
+147
67
$33.5K 0.01%
+163
68
$32.8K 0.01%
55
69
$32.8K 0.01%
540
+410
70
$32.5K 0.01%
72
71
$32.3K 0.01%
118
+85
72
$32K 0.01%
320
73
$31.8K 0.01%
+160
74
$31K 0.01%
87
75
$30.7K 0.01%
77
+55
1 2
3
4 5