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
$348M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$227K
3
+$210K
4
APRW icon
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
+$66.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$51.2K

Top Sells

1
+$6.71M
2
+$2.71M
3
+$1.8M
4
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$1.32M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$583K

Sector Composition

1 Technology 0.63%
2 Industrials 0.34%
3 Consumer Discretionary 0.31%
4 Healthcare 0.27%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.41K ﹤0.01%
15
127
$8.32K ﹤0.01%
300
128
$7.73K ﹤0.01%
17
129
$7.71K ﹤0.01%
76
130
$7.46K ﹤0.01%
21
131
$7.44K ﹤0.01%
191
132
$7.32K ﹤0.01%
14
133
$7.12K ﹤0.01%
7
134
$6.99K ﹤0.01%
28
135
$6.22K ﹤0.01%
84
136
$6.2K ﹤0.01%
66
137
$6.1K ﹤0.01%
36
138
$6.03K ﹤0.01%
28
139
$5.91K ﹤0.01%
34
140
$5.9K ﹤0.01%
17
141
$5.44K ﹤0.01%
+39
142
$4.93K ﹤0.01%
42
143
$4.55K ﹤0.01%
16
144
$4.25K ﹤0.01%
10
145
$3.84K ﹤0.01%
18
146
$3.38K ﹤0.01%
30
147
$3.33K ﹤0.01%
+24
148
$701 ﹤0.01%
+10
149
$593 ﹤0.01%
3
150
$529 ﹤0.01%
5
3 4 5
6
7