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
151
$8.2K ﹤0.01%
28
152
$8.15K ﹤0.01%
50
153
$7.96K ﹤0.01%
300
154
$7.38K ﹤0.01%
7
155
$6.99K ﹤0.01%
76
156
$6.88K ﹤0.01%
84
157
$6.5K ﹤0.01%
28
158
$6.31K ﹤0.01%
36
159
$6.09K ﹤0.01%
14
160
$5.96K ﹤0.01%
34
161
$5.74K ﹤0.01%
17
162
$5.17K ﹤0.01%
31
163
$4.99K ﹤0.01%
66
164
$4.98K ﹤0.01%
10
165
$4.98K ﹤0.01%
42
166
$4.49K ﹤0.01%
18
167
$4.17K ﹤0.01%
16
168
$3.78K ﹤0.01%
30
169
$1.87K ﹤0.01%
24
170
$1.13K ﹤0.01%
10
171
$550 ﹤0.01%
3
172
$454 ﹤0.01%
5
173
$441 ﹤0.01%
7
174
$336 ﹤0.01%
7
175
$298 ﹤0.01%
+10
4 5 6
7
8