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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
220
+127
227
$4K ﹤0.01%
50
228
$4K ﹤0.01%
154
+1
229
$4K ﹤0.01%
55
+1
230
$4K ﹤0.01%
100
231
$4K ﹤0.01%
26
+1
232
$4K ﹤0.01%
22
-120
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$4K ﹤0.01%
144
234
$3K ﹤0.01%
86
235
$3K ﹤0.01%
45
236
$3K ﹤0.01%
100
237
$3K ﹤0.01%
76
-524
238
$3K ﹤0.01%
+28
239
$3K ﹤0.01%
88
240
$3K ﹤0.01%
89
241
$3K ﹤0.01%
100
242
$2K ﹤0.01%
20
243
$2K ﹤0.01%
127
-399
244
$2K ﹤0.01%
43
245
$2K ﹤0.01%
85
246
$2K ﹤0.01%
83
+1
247
$2K ﹤0.01%
151
248
$2K ﹤0.01%
171
249
$2K ﹤0.01%
207
250
$2K ﹤0.01%
300
8 9
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