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
$271M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$42.8M
3
+$6.24M
4
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$3.61M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.48M

Top Sells

1
+$405K
2
+$192K
3
+$176K
4
META icon
Meta Platforms (Facebook)
META
+$22K
5
RTX icon
RTX Corp
RTX
+$21K

Sector Composition

1 Technology 0.43%
2 Industrials 0.41%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0.33%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.08K ﹤0.01%
36
-18
127
$4.87K ﹤0.01%
160
128
$4.71K ﹤0.01%
28
129
$4.36K ﹤0.01%
20
130
$4.2K ﹤0.01%
16
131
$4.18K ﹤0.01%
42
132
$4.11K ﹤0.01%
17
133
$4.02K ﹤0.01%
103
134
$3.89K ﹤0.01%
7
135
$3.7K ﹤0.01%
18
136
$3.35K ﹤0.01%
10
137
$2.62K ﹤0.01%
30
138
$1.82K ﹤0.01%
+12
139
$838 ﹤0.01%
30
140
$678 ﹤0.01%
5
141
$636 ﹤0.01%
3
142
$560 ﹤0.01%
2
143
$359 ﹤0.01%
7
144
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150
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6