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
$234M
AUM Growth
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.01M
3
+$161K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$149K
5
WFC icon
Wells Fargo
WFC
+$137K

Top Sells

1
+$2.01M
2
+$456K
3
+$401K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$372K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-498
277
– –
-143
278
– –
-20
279
– –
-6
280
– –
-550
281
– –
-22
282
– –
-555
283
– –
-9
284
– –
-652
285
– –
-6
286
– –
-12
287
– –
-460
288
– –
-535
289
– –
-218
290
– –
-748
291
– –
-153
292
– –
-21
293
– –
-37
294
– –
-20
295
– –
-59
296
– –
-86
297
– –
-1,578
298
– –
-20
299
– –
-868
300
– –
-2
10 11
12
13 14