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
$363M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$128K
3
+$102K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$95.2K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$79.5K

Top Sells

1
+$96M
2
+$35.9M
3
+$478K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$210K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$200K

Sector Composition

1 Technology 0.67%
2 Industrials 0.31%
3 Healthcare 0.27%
4 Consumer Staples 0.24%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77.7K 0.02%
1,349
52
$74.8K 0.02%
410
53
$70.7K 0.02%
130
54
$68.5K 0.02%
2,200
55
$66.9K 0.02%
336
56
$61.9K 0.02%
236
57
$60.6K 0.02%
490
+300
58
$59.9K 0.02%
413
59
$56.4K 0.02%
386
60
$53.3K 0.01%
685
-2,000
61
$52.2K 0.01%
464
62
$51.5K 0.01%
514
63
$49K 0.01%
269
64
$47K 0.01%
408
+88
65
$46.8K 0.01%
715
66
$45.6K 0.01%
588
67
$44.9K 0.01%
57
68
$43.3K 0.01%
116
69
$42.7K 0.01%
284
70
$42K 0.01%
162
71
$41.3K 0.01%
+1,100
72
$38.2K 0.01%
540
73
$38K 0.01%
405
74
$36.5K 0.01%
160
75
$35.8K 0.01%
467
1 2
3
4 5