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
ITOT icon
126
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$20.1K ﹤0.01%
149
LIN icon
127
Linde
LIN
$198B
$19.2K ﹤0.01%
41
AIG icon
128
American International
AIG
$42B
$18K ﹤0.01%
210
VO icon
129
Vanguard Mid-Cap ETF
VO
$86.8B
$17.6K ﹤0.01%
63
LRCX icon
130
Lam Research
LRCX
$186B
$17.5K ﹤0.01%
180
NOW icon
131
ServiceNow
NOW
$176B
$16.4K ﹤0.01%
16
MBC icon
132
MasterBrand
MBC
$1.29B
$16.4K ﹤0.01%
1,500
TJX icon
133
TJX Companies
TJX
$163B
$16.1K ﹤0.01%
130
WRB icon
134
W.R. Berkley
WRB
$29.3B
$15.9K ﹤0.01%
217
PDEC icon
135
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$14K ﹤0.01%
350
-750
SHOP icon
136
Shopify
SHOP
$190B
$13.8K ﹤0.01%
120
DIS icon
137
Walt Disney
DIS
$189B
$13.8K ﹤0.01%
111
XEL icon
138
Xcel Energy
XEL
$47.7B
$13.8K ﹤0.01%
202
WY icon
139
Weyerhaeuser
WY
$16B
$13.7K ﹤0.01%
533
IWM icon
140
iShares Russell 2000 ETF
IWM
$68.2B
$12.9K ﹤0.01%
60
RDDT icon
141
Reddit
RDDT
$36.6B
$12K ﹤0.01%
80
WMB icon
142
Williams Companies
WMB
$74.5B
$12K ﹤0.01%
191
AZN icon
143
AstraZeneca
AZN
$276B
$11.5K ﹤0.01%
165
LOW icon
144
Lowe's Companies
LOW
$128B
$10.4K ﹤0.01%
47
COP icon
145
ConocoPhillips
COP
$113B
$10.2K ﹤0.01%
114
NDSN icon
146
Nordson
NDSN
$12.9B
$9.22K ﹤0.01%
43
MSI icon
147
Motorola Solutions
MSI
$63.3B
$8.83K ﹤0.01%
21
MSCI icon
148
MSCI
MSCI
$42.5B
$8.65K ﹤0.01%
15
ADP icon
149
Automatic Data Processing
ADP
$102B
$8.63K ﹤0.01%
28
GE icon
150
GE Aerospace
GE
$322B
$7.98K ﹤0.01%
31