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
$381M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.76M
3
+$966K
4
APD icon
Air Products & Chemicals
APD
+$387K
5
VHT icon
Vanguard Health Care ETF
VHT
+$138K

Top Sells

1
+$235K
2
+$227K
3
+$113K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$109K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$65.5K

Sector Composition

1 Technology 0.66%
2 Industrials 0.3%
3 Healthcare 0.26%
4 Consumer Discretionary 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.01%
375
77
$38.9K 0.01%
467
78
$38.3K 0.01%
336
79
$38K 0.01%
220
80
$36.8K 0.01%
160
81
$36.5K 0.01%
72
82
$36.2K 0.01%
147
83
$35.7K 0.01%
61
84
$35K 0.01%
163
85
$35K 0.01%
218
86
$34.9K 0.01%
488
87
$31.1K 0.01%
444
88
$30.1K 0.01%
385
89
$30K 0.01%
478
-871
90
$29.5K 0.01%
220
91
$29.4K 0.01%
158
92
$29.4K 0.01%
+110
93
$29.3K 0.01%
180
94
$29K 0.01%
77
95
$28.8K 0.01%
315
-631
96
$28.7K 0.01%
640
97
$28.5K 0.01%
55
98
$27.8K 0.01%
1,500
99
$27.1K 0.01%
100
100
$26.6K 0.01%
500
2 3
4
5 6