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
$271M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$42.8M
3
+$6.24M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.61M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.48M

Top Sells

1
+$405K
2
+$192K
3
+$176K
4
META icon
Meta Platforms (Facebook)
META
+$22K
5
RTX icon
RTX Corp
RTX
+$21K

Sector Composition

1 Technology 0.43%
2 Industrials 0.41%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0.33%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.9K 0.01%
85
77
$16.7K 0.01%
54
78
$16.5K 0.01%
533
79
$16.3K 0.01%
197
80
$16.1K 0.01%
97
81
$15.9K 0.01%
65
82
$15.1K 0.01%
365
83
$14.2K 0.01%
167
84
$14.2K 0.01%
202
85
$13.5K 0.01%
114
86
$13.3K ﹤0.01%
210
87
$13K ﹤0.01%
310
88
$11.8K ﹤0.01%
140
89
$11.4K ﹤0.01%
137
90
$11.3K ﹤0.01%
+1,500
91
$11.3K ﹤0.01%
100
92
$11.2K ﹤0.01%
165
93
$11K ﹤0.01%
100
94
$11K ﹤0.01%
24
95
$10.9K ﹤0.01%
130
96
$10.8K ﹤0.01%
52
97
$10.6K ﹤0.01%
400
98
$10.5K ﹤0.01%
218
99
$10.2K ﹤0.01%
43
100
$10.2K ﹤0.01%
33
2 3
4
5 6