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
$301M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$25.4K
2
+$17.5K
3
+$2.51K
4
PG icon
Procter & Gamble
PG
+$1.02K

Top Sells

1
+$6.68M
2
+$3.15M
3
+$559K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$370K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$348K

Sector Composition

1 Technology 0.38%
2 Industrials 0.35%
3 Consumer Discretionary 0.29%
4 Consumer Staples 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
268
77
$16.3K 0.01%
533
78
$14.9K 0.01%
100
79
$13.7K ﹤0.01%
114
80
$12.7K ﹤0.01%
210
81
$12K ﹤0.01%
100
82
$12K ﹤0.01%
102
83
$11.7K ﹤0.01%
72
84
$11.6K ﹤0.01%
202
85
$11.3K ﹤0.01%
180
86
$11.2K ﹤0.01%
165
87
$10K ﹤0.01%
69
88
$9.95K ﹤0.01%
300
89
$9.69K ﹤0.01%
100
90
$9.6K ﹤0.01%
43
91
$9.35K ﹤0.01%
33
92
$9.21K ﹤0.01%
218
93
$8.94K ﹤0.01%
16
94
$8.72K ﹤0.01%
38
95
$8.7K ﹤0.01%
50
96
$8.11K ﹤0.01%
100
97
$7.83K ﹤0.01%
22
98
$7.7K ﹤0.01%
15
99
$7.67K ﹤0.01%
55
100
$7.45K ﹤0.01%
130
2 3
4
5 6