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
$444M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.71%
2 Industrials 0.65%
3 Communication Services 0.24%
4 Financials 0.21%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEE icon
101
NextEra Energy
NEE
$175B
$37.5K 0.01%
540
SPTM icon
102
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$35.6K 0.01%
475
CSCO icon
103
Cisco
CSCO
$307B
$34.7K 0.01%
500
BX icon
104
Blackstone
BX
$109B
$32.9K 0.01%
220
PAYX icon
105
Paychex
PAYX
$40.3B
$32K 0.01%
220
AXP icon
106
American Express
AXP
$246B
$31.9K 0.01%
100
DGRO icon
107
iShares Core Dividend Growth ETF
DGRO
$35.6B
$30.6K 0.01%
478
MPC icon
108
Marathon Petroleum
MPC
$60.1B
$29.9K 0.01%
180
MA icon
109
Mastercard
MA
$490B
$29.8K 0.01%
53
USMV icon
110
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$29.6K 0.01%
315
SYY icon
111
Sysco
SYY
$35.8B
$29.2K 0.01%
385
IT icon
112
Gartner
IT
$16.7B
$29.1K 0.01%
72
VZ icon
113
Verizon
VZ
$173B
$27.7K 0.01%
640
BRK.B icon
114
Berkshire Hathaway Class B
BRK.B
$1.1T
$27.7K 0.01%
57
MGC icon
115
Vanguard Mega Cap 300 Index ETF
MGC
$8.32B
$25.9K 0.01%
115
POCT icon
116
Innovator US Equity Power Buffer ETF October
POCT
$776M
$25.2K 0.01%
610
-95,855
IJJ icon
117
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.85B
$23.7K 0.01%
192
TXN icon
118
Texas Instruments
TXN
$145B
$23.3K 0.01%
112
IWD icon
119
iShares Russell 1000 Value ETF
IWD
$65B
$22.7K 0.01%
117
POOL icon
120
Pool Corp
POOL
$9.03B
$22.4K 0.01%
77
DGRW icon
121
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$22.4K 0.01%
268
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$22.1K 0.01%
182
ADBE icon
123
Adobe
ADBE
$139B
$21.3K ﹤0.01%
55
PANW icon
124
Palo Alto Networks
PANW
$140B
$20.9K ﹤0.01%
102
IJR icon
125
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$20.4K ﹤0.01%
187