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
$348M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$227K
3
+$210K
4
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$66.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.2K

Top Sells

1
+$6.71M
2
+$2.71M
3
+$1.8M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$1.32M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$583K

Sector Composition

1 Technology 0.63%
2 Industrials 0.34%
3 Consumer Discretionary 0.31%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.9K 0.01%
182
102
$17.5K 0.01%
180
103
$17.2K ﹤0.01%
+190
104
$17.2K ﹤0.01%
149
105
$16.7K ﹤0.01%
+102
106
$16.4K ﹤0.01%
210
107
$15.7K ﹤0.01%
+63
108
$14.5K ﹤0.01%
114
109
$14.5K ﹤0.01%
102
110
$13.2K ﹤0.01%
130
111
$12.8K ﹤0.01%
72
112
$12.8K ﹤0.01%
218
113
$12.8K ﹤0.01%
69
114
$12.6K ﹤0.01%
60
115
$12.2K ﹤0.01%
100
116
$12.2K ﹤0.01%
16
117
$12K ﹤0.01%
47
118
$11.8K ﹤0.01%
43
119
$11.2K ﹤0.01%
186
120
$11.2K ﹤0.01%
165
121
$10.9K ﹤0.01%
202
122
$9.97K ﹤0.01%
38
123
$9.27K ﹤0.01%
160
124
$9.26K ﹤0.01%
+120
125
$8.46K ﹤0.01%
50
3 4
5
6 7