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
251
$10.5K ﹤0.01%
141
+133
252
$10.3K ﹤0.01%
+131
253
$9.8K ﹤0.01%
50
+44
254
$9.73K ﹤0.01%
+110
255
$9.71K ﹤0.01%
+20
256
$9.7K ﹤0.01%
+360
257
$9.61K ﹤0.01%
336
+149
258
$9.54K ﹤0.01%
45
259
$9.53K ﹤0.01%
+99
260
$9.23K ﹤0.01%
177
+44
261
$9.16K ﹤0.01%
+830
262
$9.13K ﹤0.01%
+110
263
$9.05K ﹤0.01%
+430
264
$9.05K ﹤0.01%
311
+1
265
$9K ﹤0.01%
164
+1
266
$8.99K ﹤0.01%
231
+131
267
$8.82K ﹤0.01%
+208
268
$8.73K ﹤0.01%
+61
269
$8.67K ﹤0.01%
+1,766
270
$8.35K ﹤0.01%
178
+166
271
$8.22K ﹤0.01%
+10
272
$8.19K ﹤0.01%
+26
273
$8.16K ﹤0.01%
+879
274
$8.1K ﹤0.01%
+159
275
$8.09K ﹤0.01%
+124
9 10
11
12 13