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
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.01M
3
+$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K
5
WFC icon
Wells Fargo
WFC
+$146K

Top Sells

1
+$2.11M
2
+$480K
3
+$402K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$378K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-112
252
– –
-2,001
253
– –
-5
254
– –
-61
255
– –
-16
256
– –
-310
257
– –
-125
258
– –
-27
259
– –
-205
260
– –
-98
261
– –
-8
262
– –
-317
263
– –
-711
264
– –
-708
265
– –
-14
266
– –
-125
267
– –
-23
268
– –
-29
269
– –
-23
270
– –
-551
271
– –
-201
272
– –
-62
273
– –
-1,862
274
– –
-1,208
275
– –
-110
9 10
11
12 13