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
$458M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

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
TXN icon
126
Texas Instruments
TXN
$161B
$20.6K ﹤0.01%
112
MBC icon
127
MasterBrand
MBC
$1.44B
$19.8K ﹤0.01%
1,500
LIN icon
128
Linde
LIN
$191B
$19.5K ﹤0.01%
41
ADBE icon
129
Adobe
ADBE
$135B
$19.4K ﹤0.01%
55
IT icon
130
Gartner
IT
$16.6B
$18.9K ﹤0.01%
72
TJX icon
131
TJX Companies
TJX
$167B
$18.8K ﹤0.01%
130
VO icon
132
Vanguard Mid-Cap ETF
VO
$89B
$18.4K ﹤0.01%
63
RDDT icon
133
Reddit
RDDT
$42.4B
$18.4K ﹤0.01%
80
WRB icon
134
W.R. Berkley
WRB
$27.9B
$16.6K ﹤0.01%
217
SPTM icon
135
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$16.5K ﹤0.01%
205
-270
AIG icon
136
American International
AIG
$41.5B
$16.5K ﹤0.01%
210
XEL icon
137
Xcel Energy
XEL
$46.8B
$16.3K ﹤0.01%
202
SBUX icon
138
Starbucks
SBUX
$97.2B
$15.7K ﹤0.01%
185
-500
NOW icon
139
ServiceNow
NOW
$172B
$14.7K ﹤0.01%
16
IWM icon
140
iShares Russell 2000 ETF
IWM
$71.4B
$14.5K ﹤0.01%
60
WY icon
141
Weyerhaeuser
WY
$15.9B
$13.2K ﹤0.01%
533
DIS icon
142
Walt Disney
DIS
$188B
$12.8K ﹤0.01%
111
AZN icon
143
AstraZeneca
AZN
$280B
$12.7K ﹤0.01%
165
WMB icon
144
Williams Companies
WMB
$74B
$12.1K ﹤0.01%
191
LOW icon
145
Lowe's Companies
LOW
$137B
$11.8K ﹤0.01%
47
NDSN icon
146
Nordson
NDSN
$13.3B
$9.76K ﹤0.01%
43
MSI icon
147
Motorola Solutions
MSI
$62.8B
$9.6K ﹤0.01%
21
GE icon
148
GE Aerospace
GE
$306B
$9.32K ﹤0.01%
31
MSCI icon
149
MSCI
MSCI
$41.4B
$8.51K ﹤0.01%
15
LMT icon
150
Lockheed Martin
LMT
$102B
$8.49K ﹤0.01%
17