SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$2.05M
3
+$1.89M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$802K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$768K

Top Sells

1
+$357K
2
+$206K
3
+$172K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$165K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$87.1K

Sector Composition

1 Financials 3.02%
2 Industrials 1.48%
3 Technology 1.24%
4 Consumer Discretionary 1.11%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+210
227
$12K 0.01%
200
228
$12K 0.01%
542
+113
229
$11K 0.01%
+1,106
230
$11K 0.01%
+91
231
$11K 0.01%
+77
232
$11K 0.01%
+157
233
$11K 0.01%
721
+7
234
$11K 0.01%
727
+8
235
$11K 0.01%
+74
236
$11K 0.01%
+696
237
$11K 0.01%
494
238
$10K 0.01%
+2,789
239
$10K 0.01%
312
240
$10K 0.01%
484
241
$10K 0.01%
+1,560
242
$10K 0.01%
+43
243
$10K 0.01%
+550
244
$10K 0.01%
+254
245
$10K 0.01%
200
246
$10K 0.01%
+3,576
247
$9K 0.01%
+290
248
$9K 0.01%
+67
249
$9K 0.01%
222
250
$9K 0.01%
+36
8 9
10
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