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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.8K 0.01%
149
227
$12.7K 0.01%
327
+238
228
$12.7K 0.01%
+100
229
$12.5K 0.01%
+384
230
$12.4K 0.01%
140
231
$12.4K 0.01%
214
+1
232
$12.2K 0.01%
+45
233
$11.9K 0.01%
247
+97
234
$11.9K 0.01%
+326
235
$11.6K 0.01%
+416
236
$11.6K 0.01%
+327
237
$11.5K ﹤0.01%
171
238
$11.4K ﹤0.01%
+35
239
$11.4K ﹤0.01%
+332
240
$11.2K ﹤0.01%
+95
241
$11.2K ﹤0.01%
+942
242
$11.1K ﹤0.01%
+25
243
$11K ﹤0.01%
110
244
$10.9K ﹤0.01%
+910
245
$10.8K ﹤0.01%
+215
246
$10.7K ﹤0.01%
+4,605
247
$10.6K ﹤0.01%
+373
248
$10.6K ﹤0.01%
570
+119
249
$10.5K ﹤0.01%
+3,734
250
$10.5K ﹤0.01%
+41
8 9
10
11 12