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
$81.8B
$20.1K ﹤0.01%
149
LIN icon
127
Linde
LIN
$205B
$19.2K ﹤0.01%
41
AIG icon
128
American International
AIG
$39.4B
$18K ﹤0.01%
210
VO icon
129
Vanguard Mid-Cap ETF
VO
$94.4B
$17.6K ﹤0.01%
63
LRCX icon
130
Lam Research
LRCX
$280B
$17.5K ﹤0.01%
180
NOW icon
131
ServiceNow
NOW
$134B
$16.4K ﹤0.01%
80
MBC icon
132
MasterBrand
MBC
$1.64B
$16.4K ﹤0.01%
1,500
TJX icon
133
TJX Companies
TJX
$175B
$16.1K ﹤0.01%
130
WRB icon
134
W.R. Berkley
WRB
$25.8B
$15.9K ﹤0.01%
217
PDEC icon
135
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
$14K ﹤0.01%
350
-750
SHOP icon
136
Shopify
SHOP
$203B
$13.8K ﹤0.01%
120
DIS icon
137
Walt Disney
DIS
$199B
$13.8K ﹤0.01%
111
XEL icon
138
Xcel Energy
XEL
$44.7B
$13.8K ﹤0.01%
202
WY icon
139
Weyerhaeuser
WY
$19.5B
$13.7K ﹤0.01%
533
IWM icon
140
iShares Russell 2000 ETF
IWM
$77.3B
$12.9K ﹤0.01%
60
RDDT icon
141
Reddit
RDDT
$43.8B
$12K ﹤0.01%
80
WMB icon
142
Williams Companies
WMB
$75.2B
$12K ﹤0.01%
191
AZN icon
143
AstraZeneca
AZN
$293B
$11.5K ﹤0.01%
165
LOW icon
144
Lowe's Companies
LOW
$156B
$10.4K ﹤0.01%
47
COP icon
145
ConocoPhillips
COP
$121B
$10.2K ﹤0.01%
114
NDSN icon
146
Nordson
NDSN
$15.2B
$9.22K ﹤0.01%
43
MSI icon
147
Motorola Solutions
MSI
$66.7B
$8.83K ﹤0.01%
21
MSCI icon
148
MSCI
MSCI
$45.3B
$8.65K ﹤0.01%
15
ADP icon
149
Automatic Data Processing
ADP
$105B
$8.63K ﹤0.01%
28
GE icon
150
GE Aerospace
GE
$343B
$7.98K ﹤0.01%
31