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
151
$5.09K ﹤0.01%
42
152
$4.3K ﹤0.01%
18
153
$4.02K ﹤0.01%
30
154
$1.61K ﹤0.01%
24
155
$1.24K ﹤0.01%
10
156
$709 ﹤0.01%
10
157
$698 ﹤0.01%
3
158
$593 ﹤0.01%
5
159
$508 ﹤0.01%
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$315 ﹤0.01%
7
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