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SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
+5.68%
1 Year Est. Return
+15.9%
3 Year Est. Return
+58.59%
5 Year Est. Return
+61.43%
10 Year Est. Return
+285.13%
AUM
$458M
AUM Growth
+$14.6M
Cap. Flow
-$6.82M
Cap. Flow %
-1.49%
Top 10 Hldgs %
92.78%
Holding
187
New
7
Increased
7
Reduced
23
Closed
7

Top Buys

1
FHDG
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
+$85.4M
2
SIXP icon
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
+$56.3M
3
RBUF
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
+$577K
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$567K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$269K

Top Sells

1
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$69.7M
2
QJUN icon
FT Vest Growth-100 Buffer ETF June
QJUN
+$41.1M
3
BFAP
FT Vest Bitcoin Strategy Floor15 ETF - April
BFAP
+$27.5M
4
QTAP icon
Innovator Growth Accelerated Plus ETF April
QTAP
+$5.55M
5
XTAP icon
Innovator US Equity Accelerated Plus ETF April
XTAP
+$2.77M

Sector Composition

1 Technology 0.76%
2 Industrials 0.71%
3 Communication Services 0.29%
4 Financials 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BFEB icon
176
Innovator US Equity Buffer ETF February
BFEB
$254M
– –
-1,560,824
Closed -$69.7M
PDEC icon
177
Innovator US Equity Power Buffer ETF December
PDEC
$990M
– –
-350
Closed -$14K
QJUN icon
178
FT Vest Growth-100 Buffer ETF June
QJUN
$648M
– –
-1,391,119
Closed -$41.1M
SHOP icon
179
Shopify
SHOP
$162B
– –
-120
Closed -$13.8K
TTE icon
180
TotalEnergies
TTE
$175B
– –
-83
Closed -$5.09K
BFAP
181
FT Vest Bitcoin Strategy Floor15 ETF - April
BFAP
$2.15M
– –
-1,188,683
Closed -$27.5M
4 5 6 7
8

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