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
$403M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$49.5M
3
+$2.72M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.3M

Top Sells

1
+$147M
2
+$3.49M
3
+$2.71M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$202K
5
PG icon
Procter & Gamble
PG
+$140K

Sector Composition

1 Technology 0.7%
2 Industrials 0.3%
3 Communication Services 0.26%
4 Financials 0.23%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30.9K 0.01%
61
102
$30.8K 0.01%
220
103
$30.8K 0.01%
110
104
$29.7K 0.01%
100
105
$29.6K 0.01%
500
106
$29.4K 0.01%
385
107
$29.3K 0.01%
478
108
$28K 0.01%
315
109
$27.9K 0.01%
53
110
$26.3K 0.01%
77
111
$25.6K 0.01%
640
112
$25.1K 0.01%
180
113
$24.5K 0.01%
55
114
$24.5K 0.01%
115
115
$24K 0.01%
192
116
$23.2K 0.01%
+555
117
$21.9K 0.01%
1,500
118
$21.7K 0.01%
268
119
$21.7K 0.01%
117
120
$21.5K 0.01%
187
121
$21K 0.01%
112
122
$21K 0.01%
182
123
$19.2K ﹤0.01%
149
124
$18.6K ﹤0.01%
102
125
$17.2K ﹤0.01%
41
3 4
5
6 7