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SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
+5.68%
1 Year Est. Return
+15.9%
3 Year Est. Return
+58.59%
5 Year Est. Return
+61.43%
10 Year Est. Return
+285.13%
AUM
$458M
AUM Growth
+$14.6M
Cap. Flow
-$6.82M
Cap. Flow %
-1.49%
Top 10 Hldgs %
92.78%
Holding
187
New
7
Increased
7
Reduced
23
Closed
7

Top Buys

1
FHDG
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
+$85.4M
2
SIXP icon
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
+$56.3M
3
RBUF
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
+$577K
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$567K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$269K

Top Sells

1
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$69.7M
2
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$41.1M
3
BFAP
FT Vest Bitcoin Strategy Floor15 ETF - April
BFAP
+$27.5M
4
QTAP icon
Innovator Growth Accelerated Plus ETF April
QTAP
+$5.55M
5
XTAP icon
Innovator US Equity Accelerated Plus ETF April
XTAP
+$2.77M

Sector Composition

1 Technology 0.76%
2 Industrials 0.71%
3 Communication Services 0.29%
4 Financials 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
126
Texas Instruments
TXN
$265B
$20.6K ﹤0.01%
112
– –
MBC icon
127
MasterBrand
MBC
$1.17B
$19.8K ﹤0.01%
1,500
– –
LIN icon
128
Linde
LIN
$241B
$19.5K ﹤0.01%
41
– –
ADBE icon
129
Adobe
ADBE
$93.5B
$19.4K ﹤0.01%
55
– –
IT icon
130
Gartner
IT
$9.57B
$18.9K ﹤0.01%
72
– –
TJX icon
131
TJX Companies
TJX
$171B
$18.8K ﹤0.01%
130
– –
VO icon
132
Vanguard Mid-Cap ETF
VO
$106B
$18.4K ﹤0.01%
252
– –
RDDT icon
133
Reddit
RDDT
$35.7B
$18.4K ﹤0.01%
80
– –
WRB icon
134
W.R. Berkley
WRB
$26B
$16.6K ﹤0.01%
217
– –
SPTM icon
135
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$16.5K ﹤0.01%
205
-270
-57% -$21K
AIG icon
136
American International
AIG
$41.4B
$16.5K ﹤0.01%
210
– –
XEL icon
137
Xcel Energy
XEL
$49.9B
$16.3K ﹤0.01%
202
– –
SBUX icon
138
Starbucks
SBUX
$124B
$15.7K ﹤0.01%
185
-500
-73% -$44.8K
NOW icon
139
ServiceNow
NOW
$107B
$14.7K ﹤0.01%
80
– –
IWM icon
140
iShares Russell 2000 ETF
IWM
$82.6B
$14.5K ﹤0.01%
60
– –
WY icon
141
Weyerhaeuser
WY
$17.6B
$13.2K ﹤0.01%
533
– –
DIS icon
142
Walt Disney
DIS
$173B
$12.8K ﹤0.01%
111
– –
AZN icon
143
AstraZeneca
AZN
$263B
$12.7K ﹤0.01%
83
– –
WMB icon
144
Williams Companies
WMB
$91.4B
$12.1K ﹤0.01%
191
– –
LOW icon
145
Lowe's Companies
LOW
$121B
$11.8K ﹤0.01%
47
– –
NDSN icon
146
Nordson
NDSN
$16.3B
$9.76K ﹤0.01%
43
– –
MSI icon
147
Motorola Solutions
MSI
$68.8B
$9.6K ﹤0.01%
21
– –
GE icon
148
GE Aerospace
GE
$361B
$9.32K ﹤0.01%
31
– –
MSCI icon
149
MSCI
MSCI
$46.4B
$8.51K ﹤0.01%
15
– –
LMT icon
150
Lockheed Martin
LMT
$118B
$8.49K ﹤0.01%
17
– –
4 5
6
7 8

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