SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+70
227
$1K ﹤0.01%
+5
228
$1K ﹤0.01%
+61
229
$1K ﹤0.01%
+6
230
$1K ﹤0.01%
+8
231
$1K ﹤0.01%
+27
232
$1K ﹤0.01%
+22
233
$1K ﹤0.01%
+16
234
$1K ﹤0.01%
+15
235
$1K ﹤0.01%
+9
236
$1K ﹤0.01%
+78
237
$1K ﹤0.01%
+9
238
$1K ﹤0.01%
+123
239
$1K ﹤0.01%
+8
240
$1K ﹤0.01%
+16
241
$1K ﹤0.01%
+11
242
$1K ﹤0.01%
+29
243
$1K ﹤0.01%
+9
244
$0 ﹤0.01%
+6
245
$0 ﹤0.01%
+42
246
$0 ﹤0.01%
+6
247
$0 ﹤0.01%
+69
248
$0 ﹤0.01%
+1
249
$0 ﹤0.01%
+3
250
$0 ﹤0.01%
+7
7 8 9
10
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