SCA
Stuart Chaussee & Associates Portfolio holdings
AUM
$444M
1-Year Return
11.11%
This Quarter Return
+2.3%
1 Year Return
+11.11%
3 Year Return
+41%
5 Year Return
+71.29%
10 Year Return
–
AUM
$403M
AUM Growth
+$22.6M
(+5.9%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
93.6%
Holding
185
New
20
Increased
15
Reduced
11
Closed
2
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
QBUF
176
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$153M
| $264 | ﹤0.01% |
+10
| New | +$264 |
|
177
iShares Bitcoin Trust
IBIT
$82.1B
| $212 | ﹤0.01% |
+4
| New | +$212 |
|
178
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.55B
| – | – |
-133,611
| Closed | -$2.71M |
|
179
Union Pacific
UNP
$132B
| – | – |
-147
| Closed | -$36.2K |
|