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
$295M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.82M
3
+$116K
4
RTX icon
RTX Corp
RTX
+$25.4K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.36K

Top Sells

1
+$6.24M
2
+$3.48M
3
+$545K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$432K
5
JPM icon
JPMorgan Chase
JPM
+$62K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.28%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.6K ﹤0.01%
100
77
$11.5K ﹤0.01%
165
78
$11.3K ﹤0.01%
114
79
$10.6K ﹤0.01%
210
80
$10.5K ﹤0.01%
52
81
$10.2K ﹤0.01%
102
82
$10.1K ﹤0.01%
100
83
$10K ﹤0.01%
130
84
$10K ﹤0.01%
100
85
$9.86K ﹤0.01%
69
86
$9.69K ﹤0.01%
72
87
$9.56K ﹤0.01%
43
88
$9.48K ﹤0.01%
33
89
$9.15K ﹤0.01%
40
90
$9.03K ﹤0.01%
218
91
$8.39K ﹤0.01%
15
92
$8.36K ﹤0.01%
55
93
$8.32K ﹤0.01%
50
94
$8.09K ﹤0.01%
66
95
$8.04K ﹤0.01%
17
96
$7.84K ﹤0.01%
84
97
$7.76K ﹤0.01%
38
98
$7.64K ﹤0.01%
84
99
$7.64K ﹤0.01%
14
100
$7.53K ﹤0.01%
22
2 3
4
5 6