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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.1M
3
+$1.76M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$592K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$490K

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.7M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.72M

Sector Composition

1 Financials 1.33%
2 Industrials 0.69%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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