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
$403M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$49.5M
3
+$2.72M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.3M

Top Sells

1
+$147M
2
+$3.49M
3
+$2.71M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$202K
5
PG icon
Procter & Gamble
PG
+$140K

Sector Composition

1 Technology 0.7%
2 Industrials 0.3%
3 Communication Services 0.26%
4 Financials 0.23%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K ﹤0.01%
16
127
$16.8K ﹤0.01%
186
128
$16.6K ﹤0.01%
63
129
$15.7K ﹤0.01%
130
130
$15.3K ﹤0.01%
210
131
$15K ﹤0.01%
533
132
$13.6K ﹤0.01%
202
133
$13.3K ﹤0.01%
60
134
$13.1K ﹤0.01%
+80
135
$13K ﹤0.01%
180
136
$12.8K ﹤0.01%
120
137
$12.7K ﹤0.01%
217
138
$12.5K ﹤0.01%
+300
139
$12.4K ﹤0.01%
111
140
$11.6K ﹤0.01%
47
141
$11.3K ﹤0.01%
114
142
$10.8K ﹤0.01%
165
143
$10.5K ﹤0.01%
69
144
$10.3K ﹤0.01%
191
145
$9.71K ﹤0.01%
21
146
$9.18K ﹤0.01%
160
147
$9K ﹤0.01%
15
148
$9K ﹤0.01%
43
149
$8.42K ﹤0.01%
72
150
$8.26K ﹤0.01%
17
4 5
6
7 8