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
326
$5.14K ﹤0.01%
+30
327
$5.11K ﹤0.01%
+500
328
$5.04K ﹤0.01%
+44
329
$5.04K ﹤0.01%
334
+268
330
$5.03K ﹤0.01%
+789
331
$5.03K ﹤0.01%
+22
332
$5.03K ﹤0.01%
+120
333
$4.99K ﹤0.01%
+99
334
$4.99K ﹤0.01%
158
+1
335
$4.98K ﹤0.01%
667
336
$4.92K ﹤0.01%
+187
337
$4.9K ﹤0.01%
+67
338
$4.9K ﹤0.01%
+18
339
$4.86K ﹤0.01%
50
340
$4.85K ﹤0.01%
+161
341
$4.85K ﹤0.01%
26
-27
342
$4.81K ﹤0.01%
+21
343
$4.79K ﹤0.01%
22
344
$4.79K ﹤0.01%
43
+8
345
$4.79K ﹤0.01%
+422
346
$4.75K ﹤0.01%
220
347
$4.73K ﹤0.01%
+104
348
$4.72K ﹤0.01%
478
349
$4.71K ﹤0.01%
+4
350
$4.7K ﹤0.01%
119
+30
12 13
14
15 16