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
$343M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$33.7M
3
+$6.82M
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$5.61M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.77M

Top Sells

1
+$121M
2
+$764K
3
+$416K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$50.8K
5
CTAS icon
Cintas
CTAS
+$12K

Sector Composition

1 Technology 0.54%
2 Industrials 0.36%
3 Consumer Discretionary 0.31%
4 Consumer Staples 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.65K ﹤0.01%
191
127
$6.58K ﹤0.01%
21
128
$6.52K ﹤0.01%
28
129
$6.17K ﹤0.01%
17
130
$5.9K ﹤0.01%
28
131
$5.8K ﹤0.01%
7
132
$5.68K ﹤0.01%
36
133
$5.56K ﹤0.01%
34
134
$5.55K ﹤0.01%
84
135
$4.61K ﹤0.01%
16
136
$4.41K ﹤0.01%
10
137
$4.36K ﹤0.01%
42
138
$3.96K ﹤0.01%
18
139
$3.26K ﹤0.01%
30
140
$648 ﹤0.01%
3
141
$576 ﹤0.01%
5
142
$370 ﹤0.01%
7
143
$15 ﹤0.01%
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