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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
16
-39
277
$1K ﹤0.01%
66
278
$1K ﹤0.01%
74
279
$1K ﹤0.01%
45
280
-75
281
-60
282
-764
283
-105
284
$0 ﹤0.01%
7
285
-500
286
-159
287
-27
288
$0 ﹤0.01%
5
289
-254
290
$0 ﹤0.01%
15
291
$0 ﹤0.01%
12
292
$0 ﹤0.01%
12
-245
293
-60
294
-66
295
-411
296
-195,197
297
$0 ﹤0.01%
6
298
-100
299
-100
300
-269