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
LMT icon
151
Lockheed Martin
LMT
$135B
$7.87K ﹤0.01%
17
CPRT icon
152
Copart
CPRT
$39.7B
$7.85K ﹤0.01%
160
ZTS icon
153
Zoetis
ZTS
$54.9B
$7.8K ﹤0.01%
50
CME icon
154
CME Group
CME
$101B
$7.72K ﹤0.01%
28
GWW icon
155
W.W. Grainger
GWW
$50.8B
$7.28K ﹤0.01%
7
PFE icon
156
Pfizer
PFE
$146B
$7.27K ﹤0.01%
300
CHRD
157
DELISTED
CHORDIANT SOFTWARE INC COM STK (DE)
CHRD
$6.97K ﹤0.01%
72
MET icon
158
MetLife
MET
$50.6B
$6.75K ﹤0.01%
84
ULTA icon
159
Ulta Beauty
ULTA
$29.4B
$6.55K ﹤0.01%
14
RSP icon
160
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$6.54K ﹤0.01%
36
JKHY icon
161
Jack Henry & Associates
JKHY
$13.8B
$6.13K ﹤0.01%
34
ANSS
162
DELISTED
Ansys
ANSS
$5.97K ﹤0.01%
17
COO icon
163
Cooper Companies
COO
$16.1B
$5.41K ﹤0.01%
76
SPGI icon
164
S&P Global
SPGI
$165B
$5.27K ﹤0.01%
10
TTE icon
165
TotalEnergies
TTE
$142B
$5.09K ﹤0.01%
83
NKE icon
166
Nike
NKE
$95.3B
$4.69K ﹤0.01%
66
PRU icon
167
Prudential Financial
PRU
$39.1B
$4.51K ﹤0.01%
42
AMGN icon
168
Amgen
AMGN
$178B
$4.47K ﹤0.01%
16
TER icon
169
Teradyne
TER
$35.7B
$2.7K ﹤0.01%
30
CAVA icon
170
CAVA Group
CAVA
$8.36B
$842 ﹤0.01%
10
AMT icon
171
American Tower
AMT
$85.9B
$663 ﹤0.01%
3
CCI icon
172
Crown Castle
CCI
$39.6B
$514 ﹤0.01%
5
BHF icon
173
Brighthouse Financial
BHF
$3.66B
$376 ﹤0.01%
7
ON icon
174
ON Semiconductor
ON
$24.3B
$367 ﹤0.01%
7
IBIT icon
175
iShares Bitcoin Trust
IBIT
$74.5B
$245 ﹤0.01%
4