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
$318M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$6.68M
3
+$385K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$116K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$68K

Top Sells

1
+$91M
2
+$24.1M
3
+$9.72M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$5.82M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$159K

Sector Composition

1 Technology 0.49%
2 Industrials 0.38%
3 Consumer Discretionary 0.3%
4 Consumer Staples 0.26%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$570 ﹤0.01%
5
127
$331 ﹤0.01%
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