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
COP icon
151
ConocoPhillips
COP
$110B
$8.23K ﹤0.01%
87
-27
ADP icon
152
Automatic Data Processing
ADP
$104B
$8.22K ﹤0.01%
28
ULTA icon
153
Ulta Beauty
ULTA
$24.6B
$7.66K ﹤0.01%
14
PFE icon
154
Pfizer
PFE
$143B
$7.64K ﹤0.01%
300
CME icon
155
CME Group
CME
$100B
$7.57K ﹤0.01%
28
ZTS icon
156
Zoetis
ZTS
$54.8B
$7.32K ﹤0.01%
50
CPRT icon
157
Copart
CPRT
$37.7B
$7.2K ﹤0.01%
160
CHRD
158
DELISTED
CHORDIANT SOFTWARE INC COM STK (DE)
CHRD
$7.16K ﹤0.01%
72
MET icon
159
MetLife
MET
$50.3B
$6.92K ﹤0.01%
84
GWW icon
160
W.W. Grainger
GWW
$45.7B
$6.67K ﹤0.01%
7
COO icon
161
Cooper Companies
COO
$15.1B
$5.21K ﹤0.01%
76
JKHY icon
162
Jack Henry & Associates
JKHY
$12.5B
$5.06K ﹤0.01%
34
SPGI icon
163
S&P Global
SPGI
$149B
$4.87K ﹤0.01%
10
NKE icon
164
Nike
NKE
$96B
$4.6K ﹤0.01%
66
AMGN icon
165
Amgen
AMGN
$182B
$4.51K ﹤0.01%
16
PRU icon
166
Prudential Financial
PRU
$37.7B
$4.36K ﹤0.01%
42
TER icon
167
Teradyne
TER
$29.7B
$4.13K ﹤0.01%
30
SNPS icon
168
Synopsys
SNPS
$83.5B
$2.47K ﹤0.01%
+5
CAVA icon
169
CAVA Group
CAVA
$6.12B
$604 ﹤0.01%
10
AMT icon
170
American Tower
AMT
$82.3B
$577 ﹤0.01%
3
CCI icon
171
Crown Castle
CCI
$38.4B
$482 ﹤0.01%
5
BHF icon
172
Brighthouse Financial
BHF
$3.75B
$372 ﹤0.01%
7
ON icon
173
ON Semiconductor
ON
$20.7B
$345 ﹤0.01%
7
IBIT icon
174
iShares Bitcoin Trust
IBIT
$70.8B
$260 ﹤0.01%
4
BFEB icon
175
Innovator US Equity Buffer ETF February
BFEB
$163M
-1,560,824