SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$458M
1-Year Est. Return
15.9%
1 Year Est. Return
+15.9%
AUM
$458M
AUM Growth
+$14.6M
(+3.3%)
Holding
187
Top Buys
| 1 | +$87.1M | |
| 2 | +$57.8M | |
| 3 | +$590K | |
| 4 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$575K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$274K |
Top Sells
| 1 | +$69.7M | |
| 2 | +$41.1M | |
| 3 | +$27.5M | |
| 4 |
Innovator Growth Accelerated Plus ETF April
QTAP
|
+$5.66M |
| 5 |
Innovator US Equity Accelerated Plus ETF April
XTAP
|
+$2.82M |
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 | |
|---|---|---|---|---|---|---|
176
Innovator US Equity Power Buffer ETF December
PDEC
$874M
| – | – |
-350
|
|
||
177
FT Vest Growth-100 Buffer ETF June
QJUN
$574M
| – | – |
-1,391,119
|
|
||
178
Shopify
SHOP
$206B
| – | – |
-120
|
|
||
|
BFAP
179
FT Vest Bitcoin Strategy Floor15 ETF - April
BFAP
$2.21M
| – | – |
-1,188,683
|
|
||
|
ANSS
180
DELISTED
Ansys
ANSS
| – | – |
-17
|
|