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
$135M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.38M
3
+$1.26M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$737K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$335K

Top Sells

1
+$498K
2
+$285K
3
+$155K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$153K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$124K

Sector Composition

1 Financials 2.52%
2 Industrials 1.38%
3 Consumer Staples 0.98%
4 Technology 0.95%
5 Utilities 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
86
+1
277
$2K ﹤0.01%
74
278
$1K ﹤0.01%
9
279
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29
280
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5
-35
281
$1K ﹤0.01%
16
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$1K ﹤0.01%
123
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22
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11
285
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9
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$1K ﹤0.01%
81
-145
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4
-5
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$1K ﹤0.01%
8
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$1K ﹤0.01%
54
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6
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6
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6
296
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297
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298
$1K ﹤0.01%
11
-350
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$0 ﹤0.01%
69
300
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10 11
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