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
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.02%
2 Industrials 1.48%
3 Technology 1.24%
4 Consumer Discretionary 1.11%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K 0.01%
+573
277
$7K 0.01%
+115
278
$7K 0.01%
272
+192
279
$7K 0.01%
+10
280
$7K 0.01%
130
281
$7K 0.01%
+28
282
$7K 0.01%
+2,851
283
$7K 0.01%
+91
284
$7K 0.01%
+335
285
$7K 0.01%
40
286
$7K 0.01%
1,038
+23
287
$7K 0.01%
27
288
$7K 0.01%
734
289
$7K 0.01%
+669
290
$7K 0.01%
414
+3
291
$6K ﹤0.01%
+48
292
$6K ﹤0.01%
116
+1
293
$6K ﹤0.01%
+39
294
$6K ﹤0.01%
33
+25
295
$6K ﹤0.01%
140
+2
296
$6K ﹤0.01%
+11
297
$6K ﹤0.01%
+49
298
$6K ﹤0.01%
+135
299
$6K ﹤0.01%
+133
300
$6K ﹤0.01%
+20