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
$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

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
-45
252
-300
253
-1,002
254
-1,436
255
-146
256
-734
257
-4
258
-220
259
-50
260
-7
261
-3,860
262
-26
263
-22
264
-910
265
-39
266
-6
267
-42
268
-79
269
-23
270
-30
271
-332
272
-25
273
-27
274
-8
275
-20