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
$301M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$25.4K
2
+$17.5K
3
+$2.51K
4
PG icon
Procter & Gamble
PG
+$1.02K

Top Sells

1
+$6.68M
2
+$3.15M
3
+$559K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$370K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$348K

Sector Composition

1 Technology 0.38%
2 Industrials 0.35%
3 Consumer Discretionary 0.29%
4 Consumer Staples 0.26%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.95K ﹤0.01%
17
102
$6.89K ﹤0.01%
160
103
$6.74K ﹤0.01%
28
104
$6.68K ﹤0.01%
84
105
$6.43K ﹤0.01%
191
106
$6.32K ﹤0.01%
84
107
$6.31K ﹤0.01%
66
108
$5.74K ﹤0.01%
174
109
$5.72K ﹤0.01%
21
110
$5.61K ﹤0.01%
28
111
$5.59K ﹤0.01%
14
112
$5.46K ﹤0.01%
83
113
$5.28K ﹤0.01%
84
114
$5.14K ﹤0.01%
34
115
$5.1K ﹤0.01%
36
116
$5.06K ﹤0.01%
17
117
$4.84K ﹤0.01%
7
118
$4.3K ﹤0.01%
16
119
$3.98K ﹤0.01%
42
120
$3.68K ﹤0.01%
18
121
$3.65K ﹤0.01%
10
122
$3.01K ﹤0.01%
30
123
$527 ﹤0.01%
2
124
$521 ﹤0.01%
30
125
$493 ﹤0.01%
3
2 3 4
5
6