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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02K ﹤0.01%
100
277
$975 ﹤0.01%
121
278
$917 ﹤0.01%
11
279
$862 ﹤0.01%
17
+1
280
$809 ﹤0.01%
74
281
$785 ﹤0.01%
29
282
$744 ﹤0.01%
+8
283
$688 ﹤0.01%
9
284
$660 ﹤0.01%
16
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$657 ﹤0.01%
45
286
$640 ﹤0.01%
+3
287
$635 ﹤0.01%
10
288
$631 ﹤0.01%
+10
289
$626 ﹤0.01%
8
290
$626 ﹤0.01%
66
291
$623 ﹤0.01%
56
-114
292
$619 ﹤0.01%
15
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$606 ﹤0.01%
6
294
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+1
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$602 ﹤0.01%
+39
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$536 ﹤0.01%
12
297
$502 ﹤0.01%
5
298
$500 ﹤0.01%
6
299
$477 ﹤0.01%
737
+2
300
$404 ﹤0.01%
42
10 11
12
13 14