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
$106M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$14.7M
3
+$14.4M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$14.3M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.23M

Top Sells

1
+$83M
2
+$52.5M
3
+$15.5M
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$8.54M
5
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$1.83M

Sector Composition

1 Consumer Discretionary 1.27%
2 Consumer Staples 0.79%
3 Technology 0.49%
4 Communication Services 0.46%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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