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
351
$0 ﹤0.01%
22
352
-257
353
-175
354
-4,061
355
-320
356
$0 ﹤0.01%
8
357
$0 ﹤0.01%
3
358
-282
359
$0 ﹤0.01%
42
360
$0 ﹤0.01%
48