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
$381M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.76M
3
+$966K
4
APD icon
Air Products & Chemicals
APD
+$387K
5
VHT icon
Vanguard Health Care ETF
VHT
+$138K

Top Sells

1
+$235K
2
+$227K
3
+$113K
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$109K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$65.5K

Sector Composition

1 Technology 0.66%
2 Industrials 0.3%
3 Healthcare 0.26%
4 Consumer Discretionary 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.3K ﹤0.01%
43
127
$10.7K ﹤0.01%
111
128
$9.94K ﹤0.01%
17
129
$9.77K ﹤0.01%
50
130
$9.62K ﹤0.01%
120
131
$9.44K ﹤0.01%
21
132
$9.38K ﹤0.01%
72
133
$8.74K ﹤0.01%
15
134
$8.72K ﹤0.01%
191
135
$8.68K ﹤0.01%
300
136
$8.39K ﹤0.01%
76
137
$8.38K ﹤0.01%
160
138
$7.75K ﹤0.01%
28
139
$7.27K ﹤0.01%
7
140
$6.93K ﹤0.01%
84
141
$6.45K ﹤0.01%
36
142
$6.18K ﹤0.01%
28
143
$6K ﹤0.01%
34
144
$5.85K ﹤0.01%
31
145
$5.83K ﹤0.01%
66
146
$5.45K ﹤0.01%
14
147
$5.42K ﹤0.01%
17
148
$5.17K ﹤0.01%
10
149
$5.16K ﹤0.01%
16
150
$5.09K ﹤0.01%
42
3 4 5
6
7