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
$403M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$49.5M
3
+$2.72M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.3M

Top Sells

1
+$147M
2
+$3.49M
3
+$2.71M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$202K
5
PG icon
Procter & Gamble
PG
+$140K

Sector Composition

1 Technology 0.7%
2 Industrials 0.3%
3 Communication Services 0.26%
4 Financials 0.23%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$109K 0.03%
470
+250
52
$103K 0.03%
320
53
$102K 0.03%
1,500
54
$101K 0.03%
568
55
$91.8K 0.02%
2,445
56
$87.4K 0.02%
+2,000
57
$86.7K 0.02%
395
+237
58
$85.8K 0.02%
380
59
$84.1K 0.02%
+3,850
60
$80.3K 0.02%
410
61
$79.4K 0.02%
374
62
$79.1K 0.02%
1,270
63
$76.6K 0.02%
770
64
$76.2K 0.02%
130
65
$72.4K 0.02%
500
-500
66
$72.2K 0.02%
2,200
67
$68K 0.02%
+1,800
68
$62.5K 0.02%
685
69
$58.4K 0.01%
57
70
$55.8K 0.01%
386
71
$55.4K 0.01%
514
72
$54.5K 0.01%
413
73
$54.5K 0.01%
464
74
$51.6K 0.01%
336
75
$50.7K 0.01%
+800
1 2
3
4 5