SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$227K
3
+$210K
4
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$66.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.2K

Top Sells

1
+$6.71M
2
+$2.71M
3
+$1.8M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$1.32M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$583K

Sector Composition

1 Technology 0.63%
2 Industrials 0.34%
3 Consumer Discretionary 0.31%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.1K 0.01%
375
-200
77
$33.4K 0.01%
163
78
$31.6K 0.01%
160
79
$31.4K 0.01%
488
80
$31.3K 0.01%
385
81
$31.1K 0.01%
77
82
$30.2K 0.01%
61
-37
83
$30K 0.01%
218
84
$29.2K 0.01%
220
85
$28.6K 0.01%
118
86
$28.5K 0.01%
158
+18
87
$28.5K 0.01%
444
88
$28.1K 0.01%
1,500
89
$27.8K 0.01%
55
90
$27K 0.01%
220
91
$26.9K 0.01%
640
92
$25.8K 0.01%
49
93
$25.5K 0.01%
53
94
$25K 0.01%
500
95
$22.8K 0.01%
100
96
$21.5K 0.01%
115
97
$20.4K 0.01%
268
98
$19.5K 0.01%
112
99
$19.1K 0.01%
533
100
$19K 0.01%
41
2 3
4
5 6