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
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.02%
2 Industrials 1.48%
3 Technology 1.24%
4 Consumer Discretionary 1.11%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
588
+10
302
$6K ﹤0.01%
161
303
$6K ﹤0.01%
+93
304
$6K ﹤0.01%
+255
305
$6K ﹤0.01%
+57
306
$6K ﹤0.01%
+18
307
$6K ﹤0.01%
+304
308
$6K ﹤0.01%
+69
309
$6K ﹤0.01%
+30
310
$6K ﹤0.01%
25
311
$6K ﹤0.01%
433
+245
312
$6K ﹤0.01%
+150
313
$6K ﹤0.01%
+13
314
$6K ﹤0.01%
+50
315
$5K ﹤0.01%
+23
316
$5K ﹤0.01%
+29
317
$5K ﹤0.01%
+88
318
$5K ﹤0.01%
+88
319
$5K ﹤0.01%
+32
320
$5K ﹤0.01%
+51
321
$5K ﹤0.01%
+17
322
$5K ﹤0.01%
+40
323
$5K ﹤0.01%
+333
324
$5K ﹤0.01%
+46
325
$5K ﹤0.01%
+300