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
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2M
3
+$1.97M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$800K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$751K

Top Sells

1
+$344K
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
+$84.5K

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%
+696
234
$11K 0.01%
494
235
$11K 0.01%
721
+7
236
$11K 0.01%
727
+8
237
$11K 0.01%
+74
238
$10K 0.01%
+1,560
239
$10K 0.01%
+43
240
$10K 0.01%
+550
241
$10K 0.01%
+254
242
$10K 0.01%
200
243
$10K 0.01%
+3,576
244
$10K 0.01%
+2,789
245
$10K 0.01%
312
246
$10K 0.01%
484
247
$9K 0.01%
222
248
$9K 0.01%
+850
249
$9K 0.01%
+290
250
$9K 0.01%
+67
8 9
10
11 12