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
$343M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$33.7M
3
+$6.82M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.61M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.77M

Top Sells

1
+$121M
2
+$764K
3
+$416K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$50.8K
5
CTAS icon
Cintas
CTAS
+$12K

Sector Composition

1 Technology 0.54%
2 Industrials 0.36%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.9K 0.01%
488
77
$28.2K 0.01%
385
78
$28K 0.01%
+218
79
$27.3K 0.01%
340
80
$26.7K 0.01%
180
81
$26.2K 0.01%
220
82
$26K 0.01%
444
83
$25.3K 0.01%
500
84
$24.6K 0.01%
+220
85
$24.1K 0.01%
640
86
$23.4K 0.01%
+49
87
$22.6K 0.01%
53
88
$22.3K 0.01%
1,500
89
$21.3K 0.01%
140
90
$19.5K 0.01%
115
91
$19.4K 0.01%
130
92
$19.1K 0.01%
112
93
$18.8K 0.01%
268
94
$18.7K 0.01%
100
95
$18.5K 0.01%
533
96
$17.1K 0.01%
+182
97
$16.8K ﹤0.01%
+41
98
$15.7K ﹤0.01%
+149
99
$15K ﹤0.01%
102
100
$14.2K ﹤0.01%
210
2 3
4
5 6