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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$173K
2
+$137K
3
+$135K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$128K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$126K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.67M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
191
+1
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74
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+93
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4
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297
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-27
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$0 ﹤0.01%
5
300
– –
-100
10 11
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13 14