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
$381M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.76M
3
+$966K
4
APD icon
Air Products & Chemicals
APD
+$387K
5
VHT icon
Vanguard Health Care ETF
VHT
+$138K

Top Sells

1
+$235K
2
+$227K
3
+$113K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$109K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$65.5K

Sector Composition

1 Technology 0.66%
2 Industrials 0.3%
3 Healthcare 0.26%
4 Consumer Discretionary 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.2K 0.01%
53
102
$23.8K 0.01%
115
103
$23.7K 0.01%
192
104
$23.1K 0.01%
112
105
$22.3K 0.01%
268
106
$22.2K 0.01%
117
107
$21.9K 0.01%
187
108
$20.6K 0.01%
182
109
$19.6K 0.01%
41
110
$18.7K ﹤0.01%
149
111
$18K ﹤0.01%
533
112
$17.4K ﹤0.01%
102
113
$16.6K ﹤0.01%
63
114
$15.4K ﹤0.01%
210
115
$15.3K ﹤0.01%
130
116
$15K ﹤0.01%
186
117
$14.9K ﹤0.01%
69
118
$14.7K ﹤0.01%
180
119
$14.3K ﹤0.01%
16
120
$13.3K ﹤0.01%
60
121
$13.2K ﹤0.01%
202
122
$12.9K ﹤0.01%
165
123
$12.7K ﹤0.01%
47
124
$12.3K ﹤0.01%
217
-1
125
$12K ﹤0.01%
114
3 4
5
6 7