SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
This Quarter Return
+3.15%
1 Year Return
+13.97%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$96.2M
AUM Growth
+$96.2M
(-8.2%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-11.95%
Top 10 Holdings %
Top 10 Hldgs %
63.74%
Holding
293
New
32
Increased
83
Reduced
42
Closed
14
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$1.97M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$1.54M |
| 4 |
Workiva
WK
|
$1.21M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$307K |
Sector Composition
| 1 | Industrials | 1.93% |
| 2 | Utilities | 1.28% |
| 3 | Consumer Staples | 1.23% |
| 4 | Financials | 1.16% |
| 5 | Healthcare | 1.11% |
