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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.01%
21
227
$7K 0.01%
150
228
$7K 0.01%
+81
229
$6K 0.01%
28
230
$6K 0.01%
+50
231
$6K 0.01%
1,090
+27
232
$6K 0.01%
152
+1
233
$6K 0.01%
100
234
$6K 0.01%
320
-97
235
$6K 0.01%
100
236
$6K 0.01%
40
237
$5K 0.01%
+82
238
$5K 0.01%
166
+1
239
$5K 0.01%
118
+50
240
$5K 0.01%
132
241
$5K 0.01%
90
242
$5K 0.01%
100
243
$5K 0.01%
50
244
$5K 0.01%
+54
245
$5K 0.01%
25
246
$5K 0.01%
143
247
$5K 0.01%
125
248
$4K ﹤0.01%
100
249
$4K ﹤0.01%
734
250
$4K ﹤0.01%
50
8 9
10
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