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
$363M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$128K
3
+$102K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$95.2K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$79.5K

Top Sells

1
+$96M
2
+$35.9M
3
+$478K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$210K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$200K

Sector Composition

1 Technology 0.67%
2 Industrials 0.31%
3 Healthcare 0.27%
4 Consumer Staples 0.24%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.8K 0.01%
112
102
$21.8K 0.01%
+192
103
$20.9K 0.01%
268
104
$20.4K 0.01%
+117
105
$19.9K 0.01%
+187
106
$19.5K 0.01%
182
107
$19.2K 0.01%
180
108
$18K 0.01%
41
109
$17.7K ﹤0.01%
149
110
$17.3K ﹤0.01%
102
111
$15.6K ﹤0.01%
210
112
$15.2K ﹤0.01%
63
113
$15.1K ﹤0.01%
533
114
$14.3K ﹤0.01%
130
115
$13.7K ﹤0.01%
69
116
$13K ﹤0.01%
114
117
$12.9K ﹤0.01%
165
118
$12.6K ﹤0.01%
186
119
$12.6K ﹤0.01%
16
120
$12.2K ﹤0.01%
60
121
$12.1K ﹤0.01%
72
122
$11.4K ﹤0.01%
218
123
$11.1K ﹤0.01%
111
+11
124
$10.8K ﹤0.01%
202
125
$10.4K ﹤0.01%
47
3 4
5
6 7