SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
300
227
$4K ﹤0.01%
63
-510
228
$3K ﹤0.01%
20
229
$3K ﹤0.01%
100
230
$3K ﹤0.01%
121
231
$3K ﹤0.01%
731
+1
232
$3K ﹤0.01%
150
233
$3K ﹤0.01%
20
234
$3K ﹤0.01%
+43
235
$3K ﹤0.01%
83
+2
236
$3K ﹤0.01%
100
237
$3K ﹤0.01%
138
238
$3K ﹤0.01%
72
+1
239
$3K ﹤0.01%
188
+25
240
$2K ﹤0.01%
127
241
$2K ﹤0.01%
34
-118
242
$2K ﹤0.01%
54
-154
243
$2K ﹤0.01%
80
+1
244
$2K ﹤0.01%
9
245
$2K ﹤0.01%
70
246
$2K ﹤0.01%
+65
247
$2K ﹤0.01%
31
-165
248
$2K ﹤0.01%
50
249
$2K ﹤0.01%
100
250
$2K ﹤0.01%
84
+1
8 9
10
11 12