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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7.98K ﹤0.01%
38
+15
277
$7.95K ﹤0.01%
+150
278
$7.9K ﹤0.01%
+1,099
279
$7.84K ﹤0.01%
+589
280
$7.83K ﹤0.01%
+106
281
$7.7K ﹤0.01%
+51
282
$7.66K ﹤0.01%
60
283
$7.63K ﹤0.01%
132
+87
284
$7.61K ﹤0.01%
+186
285
$7.57K ﹤0.01%
36
286
$7.54K ﹤0.01%
118
+1
287
$7.42K ﹤0.01%
+425
288
$7.41K ﹤0.01%
+98
289
$7.37K ﹤0.01%
+707
290
$7.33K ﹤0.01%
50
291
$7.18K ﹤0.01%
889
+19
292
$7.05K ﹤0.01%
+805
293
$7.02K ﹤0.01%
+143
294
$6.94K ﹤0.01%
396
+7
295
$6.9K ﹤0.01%
+15
296
$6.69K ﹤0.01%
+87
297
$6.69K ﹤0.01%
+125
298
$6.68K ﹤0.01%
+177
299
$6.67K ﹤0.01%
48
300
$6.67K ﹤0.01%
+1,559
10 11
12
13 14