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
$318M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$6.68M
3
+$385K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$116K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$68K

Top Sells

1
+$91M
2
+$24.1M
3
+$9.72M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$5.82M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$159K

Sector Composition

1 Technology 0.49%
2 Industrials 0.38%
3 Consumer Discretionary 0.3%
4 Consumer Staples 0.26%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.9K 0.01%
533
77
$17.4K 0.01%
1,500
78
$17.4K 0.01%
100
-72
79
$13K ﹤0.01%
102
80
$12.6K ﹤0.01%
202
81
$12.4K ﹤0.01%
100
82
$12.1K ﹤0.01%
210
83
$11.8K ﹤0.01%
114
84
$11.8K ﹤0.01%
165
85
$11.6K ﹤0.01%
180
-130
86
$11.1K ﹤0.01%
72
87
$11K ﹤0.01%
300
88
$10.9K ﹤0.01%
100
89
$10.7K ﹤0.01%
43
90
$10.1K ﹤0.01%
69
91
$9.88K ﹤0.01%
33
92
$9.65K ﹤0.01%
130
93
$8.99K ﹤0.01%
16
94
$8.93K ﹤0.01%
100
95
$8.64K ﹤0.01%
218
96
$8.61K ﹤0.01%
50
97
$8.24K ﹤0.01%
22
98
$8.12K ﹤0.01%
55
99
$8.05K ﹤0.01%
84
100
$7.87K ﹤0.01%
38
2 3
4
5 6