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
$295M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.82M
3
+$116K
4
RTX icon
RTX Corp
RTX
+$25.4K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.36K

Top Sells

1
+$6.24M
2
+$3.48M
3
+$545K
4
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$432K
5
JPM icon
JPMorgan Chase
JPM
+$62K

Sector Composition

1 Technology 0.46%
2 Industrials 0.41%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.28%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$669 ﹤0.01%
5
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3
128
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2
129
$309 ﹤0.01%
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