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
251
$2K ﹤0.01%
67
252
$2K ﹤0.01%
227
-15
253
$2K ﹤0.01%
71
254
$2K ﹤0.01%
33
255
$2K ﹤0.01%
50
256
$2K ﹤0.01%
50
257
$1K ﹤0.01%
+25
258
$1K ﹤0.01%
29
259
$1K ﹤0.01%
16
260
$1K ﹤0.01%
121
261
$1K ﹤0.01%
39
262
$1K ﹤0.01%
735
+1
263
$1K ﹤0.01%
123
264
$1K ﹤0.01%
11
265
$1K ﹤0.01%
36
266
$1K ﹤0.01%
57
267
$1K ﹤0.01%
83
-1,543
268
$1K ﹤0.01%
70
269
$1K ﹤0.01%
8
270
$1K ﹤0.01%
30
271
$1K ﹤0.01%
54
272
$1K ﹤0.01%
6
273
$1K ﹤0.01%
100
274
$1K ﹤0.01%
170
+2
275
$1K ﹤0.01%
15
9 10
11
12 13