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
$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%
+133
302
$6K ﹤0.01%
+20
303
$6K ﹤0.01%
588
+10
304
$6K ﹤0.01%
161
305
$6K ﹤0.01%
+93
306
$6K ﹤0.01%
+255
307
$6K ﹤0.01%
+57
308
$6K ﹤0.01%
+18
309
$6K ﹤0.01%
+304
310
$6K ﹤0.01%
+69
311
$6K ﹤0.01%
+30
312
$6K ﹤0.01%
25
313
$6K ﹤0.01%
433
+245
314
$6K ﹤0.01%
+150
315
$5K ﹤0.01%
+29
316
$5K ﹤0.01%
+88
317
$5K ﹤0.01%
+88
318
$5K ﹤0.01%
+300
319
$5K ﹤0.01%
+23
320
$5K ﹤0.01%
+46
321
$5K ﹤0.01%
+333
322
$5K ﹤0.01%
+9
323
$5K ﹤0.01%
40
324
$5K ﹤0.01%
+101
325
$5K ﹤0.01%
150
+1