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
$363M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$128K
3
+$102K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$95.2K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$79.5K

Top Sells

1
+$96M
2
+$35.9M
3
+$478K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$210K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$200K

Sector Composition

1 Technology 0.67%
2 Industrials 0.31%
3 Healthcare 0.27%
4 Consumer Staples 0.24%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35.4K 0.01%
87
77
$35.3K 0.01%
220
78
$34.9K 0.01%
336
79
$34.2K 0.01%
340
80
$34.1K 0.01%
488
81
$33.5K 0.01%
375
82
$33.3K 0.01%
147
83
$32.3K 0.01%
72
84
$32.1K 0.01%
163
85
$31.2K 0.01%
180
86
$31.1K 0.01%
61
87
$30.6K 0.01%
55
88
$30.5K 0.01%
158
89
$30.4K 0.01%
118
90
$29.8K 0.01%
218
91
$29.5K 0.01%
444
92
$27.5K 0.01%
385
93
$26.4K 0.01%
640
94
$26.1K 0.01%
220
95
$23.8K 0.01%
500
96
$23.7K 0.01%
77
97
$23.4K 0.01%
53
98
$23.2K 0.01%
100
99
$22.7K 0.01%
115
100
$22K 0.01%
1,500
2 3
4
5 6