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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.64K ﹤0.01%
220
227
$4.57K ﹤0.01%
100
228
$4.44K ﹤0.01%
22
229
$4.35K ﹤0.01%
352
230
$4.32K ﹤0.01%
55
231
$4.27K ﹤0.01%
76
+43
232
$4.24K ﹤0.01%
118
233
$4.19K ﹤0.01%
35
234
$4.11K ﹤0.01%
155
+11
235
$4.09K ﹤0.01%
86
+2
236
$4.06K ﹤0.01%
389
-140
237
$3.99K ﹤0.01%
100
238
$3.71K ﹤0.01%
28
239
$3.66K ﹤0.01%
89
+1
240
$3.55K ﹤0.01%
40
241
$3.52K ﹤0.01%
89
242
$3.37K ﹤0.01%
734
243
$3.28K ﹤0.01%
45
244
$3.17K ﹤0.01%
78
+2
245
$3.1K ﹤0.01%
50
246
$3.1K ﹤0.01%
100
247
$3.08K ﹤0.01%
171
248
$2.92K ﹤0.01%
100
249
$2.89K ﹤0.01%
+23
250
$2.58K ﹤0.01%
300
8 9
10
11 12