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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
69
302
$0 ﹤0.01%
6
303
$0 ﹤0.01%
42