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
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$2.05M
3
+$1.89M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$802K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$768K

Top Sells

1
+$357K
2
+$206K
3
+$172K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$165K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$87.1K

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
351
$4K ﹤0.01%
+28
352
$4K ﹤0.01%
+111
353
$4K ﹤0.01%
+46
354
$4K ﹤0.01%
+39
355
$4K ﹤0.01%
+43
356
$4K ﹤0.01%
+51
357
$4K ﹤0.01%
+10
358
$4K ﹤0.01%
+100
359
$4K ﹤0.01%
+80
360
$3K ﹤0.01%
+68
361
$3K ﹤0.01%
+128
362
$3K ﹤0.01%
+20
363
$3K ﹤0.01%
+29
364
$3K ﹤0.01%
20
365
$3K ﹤0.01%
+10
366
$3K ﹤0.01%
+68
367
$3K ﹤0.01%
127
368
$3K ﹤0.01%
+12
369
$3K ﹤0.01%
121
370
$3K ﹤0.01%
24
371
$3K ﹤0.01%
+28
372
$3K ﹤0.01%
+60
373
$3K ﹤0.01%
+23
374
$3K ﹤0.01%
+68
375
$3K ﹤0.01%
226
+146
13 14
15
16 17