SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$6.52M
3
+$3.1M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.06M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.98M

Top Sells

1
+$10.1M
2
+$3.66M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.17M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.76M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4
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4
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289
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297
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298
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299
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300
– –
-6,676
9 10 11
12
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