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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+3
252
$0 ﹤0.01%
+48
253
$0 ﹤0.01%
+42
254
$0 ﹤0.01%
+6
255
$0 ﹤0.01%
+1
256
$0 ﹤0.01%
+4
257
$0 ﹤0.01%
+7
258
$0 ﹤0.01%
+4
259
$0 ﹤0.01%
+72
260
$0 ﹤0.01%
+6
261
$0 ﹤0.01%
+5