SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.82M
3
+$116K
4
RTX icon
RTX Corp
RTX
+$25.4K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.36K

Top Sells

1
+$6.24M
2
+$3.48M
3
+$545K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$432K
5
JPM icon
JPMorgan Chase
JPM
+$62K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.28%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.44K ﹤0.01%
16
102
$7.14K ﹤0.01%
230
103
$6.38K ﹤0.01%
174
104
$6.23K ﹤0.01%
28
105
$6.02K ﹤0.01%
160
106
$6.01K ﹤0.01%
21
107
$5.7K ﹤0.01%
191
108
$5.66K ﹤0.01%
17
109
$5.36K ﹤0.01%
28
110
$5.21K ﹤0.01%
36
111
$5.12K ﹤0.01%
34
112
$5.05K ﹤0.01%
68
-242
113
$4.87K ﹤0.01%
84
-456
114
$4.82K ﹤0.01%
7
115
$4.71K ﹤0.01%
96
116
$4.6K ﹤0.01%
80
-259
117
$4.12K ﹤0.01%
18
118
$4.04K ﹤0.01%
20
119
$3.89K ﹤0.01%
103
120
$3.87K ﹤0.01%
16
121
$3.48K ﹤0.01%
42
122
$3.45K ﹤0.01%
10
123
$3.23K ﹤0.01%
30
124
$706 ﹤0.01%
30
125
$669 ﹤0.01%
5
2 3 4
5
6