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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2K ﹤0.01%
33
+1
302
$2K ﹤0.01%
168
-23
303
$2K ﹤0.01%
50
304
$1K ﹤0.01%
10
305
$1K ﹤0.01%
29
306
$1K ﹤0.01%
15
307
$1K ﹤0.01%
123
308
$1K ﹤0.01%
11
309
$1K ﹤0.01%
57
+1
310
$1K ﹤0.01%
9
311
$1K ﹤0.01%
70
312
$1K ﹤0.01%
8
313
$1K ﹤0.01%
54
314
$1K ﹤0.01%
6
315
$1K ﹤0.01%
64
+1
316
$1K ﹤0.01%
100
317
$1K ﹤0.01%
15
318
$1K ﹤0.01%
+66
319
$1K ﹤0.01%
74
320
$1K ﹤0.01%
45
321
$1K ﹤0.01%
16
322
$1K ﹤0.01%
121
323
$1K ﹤0.01%
39
324
$1K ﹤0.01%
734
+1
325
$0 ﹤0.01%
5