SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$227K
3
+$210K
4
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$66.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.2K

Top Sells

1
+$6.71M
2
+$2.71M
3
+$1.8M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$1.32M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$583K

Sector Composition

1 Technology 0.63%
2 Industrials 0.34%
3 Consumer Discretionary 0.31%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68K 0.02%
130
52
$66.6K 0.02%
+2,200
53
$65.9K 0.02%
236
54
$61.1K 0.02%
386
55
$56.9K 0.02%
336
56
$51.9K 0.01%
269
57
$51.2K 0.01%
+464
58
$50K 0.01%
715
59
$49.7K 0.01%
514
60
$47.5K 0.01%
57
61
$47.1K 0.01%
235
62
$44.3K 0.01%
284
63
$42.2K 0.01%
588
64
$40.5K 0.01%
162
65
$39.9K 0.01%
+116
66
$38.2K 0.01%
336
67
$37.2K 0.01%
320
68
$36.8K 0.01%
+467
69
$36.6K 0.01%
87
70
$36.3K 0.01%
180
71
$36.2K 0.01%
147
72
$35.1K 0.01%
+405
73
$35K 0.01%
340
74
$34.5K 0.01%
540
75
$34.3K 0.01%
72
1 2
3
4 5