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
251
$2.44K ﹤0.01%
152
+1
252
$2.4K ﹤0.01%
23
-758
253
$2.36K ﹤0.01%
85
254
$2.35K ﹤0.01%
127
255
$2.3K ﹤0.01%
207
256
$2.24K ﹤0.01%
83
257
$1.99K ﹤0.01%
43
258
$1.98K ﹤0.01%
50
259
$1.88K ﹤0.01%
67
260
$1.71K ﹤0.01%
20
261
$1.7K ﹤0.01%
86
262
$1.68K ﹤0.01%
197
-30
263
$1.62K ﹤0.01%
35
-1
264
$1.52K ﹤0.01%
+30
265
$1.51K ﹤0.01%
+13
266
$1.43K ﹤0.01%
+6
267
$1.41K ﹤0.01%
30
268
$1.39K ﹤0.01%
57
269
$1.38K ﹤0.01%
123
270
$1.33K ﹤0.01%
84
+1
271
$1.31K ﹤0.01%
71
272
$1.27K ﹤0.01%
+13
273
$1.25K ﹤0.01%
70
274
$1.15K ﹤0.01%
+2
275
$1.11K ﹤0.01%
+46
9 10
11
12 13