SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $444M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$52.6M
2 +$14.7M
3 +$14.4M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$14.3M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.23M

Sector Composition

1 Consumer Discretionary 1.27%
2 Consumer Staples 0.79%
3 Technology 0.49%
4 Communication Services 0.46%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-23
127
-1,170
128
-344
129
-225
130
-853
131
-79
132
-100
133
-32
134
-2
135
-62
136
-75
137
-67