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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6.51K ﹤0.01%
200
302
$6.46K ﹤0.01%
+177
303
$6.4K ﹤0.01%
+106
304
$6.32K ﹤0.01%
304
+278
305
$6.21K ﹤0.01%
+545
306
$6.18K ﹤0.01%
+16
307
$6.09K ﹤0.01%
+29
308
$6.09K ﹤0.01%
+328
309
$6.07K ﹤0.01%
+189
310
$5.99K ﹤0.01%
+73
311
$5.99K ﹤0.01%
+15
312
$5.97K ﹤0.01%
312
+88
313
$5.93K ﹤0.01%
+744
314
$5.84K ﹤0.01%
1,224
+36
315
$5.8K ﹤0.01%
+22
316
$5.79K ﹤0.01%
+158
317
$5.59K ﹤0.01%
28
318
$5.57K ﹤0.01%
+79
319
$5.53K ﹤0.01%
+36
320
$5.42K ﹤0.01%
195
+95
321
$5.37K ﹤0.01%
+814
322
$5.32K ﹤0.01%
+290
323
$5.25K ﹤0.01%
21
324
$5.23K ﹤0.01%
+112
325
$5.17K ﹤0.01%
139
11 12
13
14 15