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
176
$264 ﹤0.01%
+10
177
$212 ﹤0.01%
+4
178
-133,611
179
-147