SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+318
277
$3K ﹤0.01%
35
278
$3K ﹤0.01%
82
+1
279
$3K ﹤0.01%
171
280
$3K ﹤0.01%
300
281
$3K ﹤0.01%
45
+1
282
$3K ﹤0.01%
88
+1
283
$3K ﹤0.01%
55
+39
284
$3K ﹤0.01%
100
285
$3K ﹤0.01%
+242
286
$3K ﹤0.01%
100
287
$3K ﹤0.01%
50
-112
288
$3K ﹤0.01%
734
289
$2K ﹤0.01%
43
290
$2K ﹤0.01%
86
291
$2K ﹤0.01%
85
+38
292
$2K ﹤0.01%
36
+1
293
$2K ﹤0.01%
151
+1
294
$2K ﹤0.01%
+207
295
$2K ﹤0.01%
93
+3
296
$2K ﹤0.01%
+67
297
$2K ﹤0.01%
30
298
$2K ﹤0.01%
+30
299
$2K ﹤0.01%
+71
300
$2K ﹤0.01%
33
+1
10 11
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