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
$403M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$49.5M
3
+$2.72M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.3M

Top Sells

1
+$147M
2
+$3.49M
3
+$2.71M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$202K
5
PG icon
Procter & Gamble
PG
+$140K

Sector Composition

1 Technology 0.7%
2 Industrials 0.3%
3 Communication Services 0.26%
4 Financials 0.23%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.4K 0.01%
588
77
$47.6K 0.01%
269
78
$47.5K 0.01%
116
79
$47.4K 0.01%
+81
80
$46K 0.01%
162
81
$45.9K 0.01%
284
82
$43.9K 0.01%
408
83
$42.7K 0.01%
715
84
$42.3K 0.01%
1,100
85
$41.9K 0.01%
405
86
$41K 0.01%
460
+450
87
$39.4K 0.01%
87
88
$38.7K 0.01%
540
89
$38K 0.01%
336
90
$38K 0.01%
467
91
$37.2K 0.01%
340
92
$37.1K 0.01%
488
93
$36.9K 0.01%
163
94
$34.9K 0.01%
72
95
$34K 0.01%
160
96
$33.9K 0.01%
475
+31
97
$33.9K 0.01%
+500
98
$33.5K 0.01%
375
99
$32.5K 0.01%
218
100
$31.6K 0.01%
+700
2 3
4
5 6