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
$381M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.76M
3
+$966K
4
APD icon
Air Products & Chemicals
APD
+$387K
5
VHT icon
Vanguard Health Care ETF
VHT
+$138K

Top Sells

1
+$235K
2
+$227K
3
+$113K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$109K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$65.5K

Sector Composition

1 Technology 0.66%
2 Industrials 0.3%
3 Healthcare 0.26%
4 Consumer Discretionary 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.2K 0.02%
410
52
$78.5K 0.02%
380
53
$75K 0.02%
413
54
$74.6K 0.02%
130
55
$71.7K 0.02%
590
+100
56
$70.9K 0.02%
2,200
57
$66.8K 0.02%
685
58
$64.9K 0.02%
236
59
$62.6K 0.02%
386
60
$59.3K 0.02%
514
61
$57.1K 0.02%
336
62
$55.5K 0.01%
464
63
$54.1K 0.01%
57
64
$53K 0.01%
588
65
$52.7K 0.01%
715
66
$47.8K 0.01%
408
67
$47.6K 0.01%
284
68
$45.6K 0.01%
540
69
$45.6K 0.01%
162
70
$44.5K 0.01%
116
71
$42.1K 0.01%
1,100
72
$40.9K 0.01%
269
73
$40K 0.01%
87
74
$40K 0.01%
340
75
$39.1K 0.01%
405
1 2
3
4 5