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
351
$4.66K ﹤0.01%
+526
352
$4.63K ﹤0.01%
+61
353
$4.56K ﹤0.01%
55
354
$4.49K ﹤0.01%
118
355
$4.46K ﹤0.01%
100
356
$4.45K ﹤0.01%
+67
357
$4.42K ﹤0.01%
+87
358
$4.4K ﹤0.01%
156
+1
359
$4.33K ﹤0.01%
+317
360
$4.3K ﹤0.01%
+735
361
$4.25K ﹤0.01%
255
362
$4.21K ﹤0.01%
+174
363
$4.21K ﹤0.01%
86
364
$4.18K ﹤0.01%
+146
365
$4.17K ﹤0.01%
+30
366
$4.16K ﹤0.01%
40
367
$4.15K ﹤0.01%
+31
368
$4.14K ﹤0.01%
+110
369
$4.14K ﹤0.01%
+52
370
$4.13K ﹤0.01%
+6
371
$4.13K ﹤0.01%
+94
372
$4.13K ﹤0.01%
352
373
$4.09K ﹤0.01%
+68
374
$4.04K ﹤0.01%
734
375
$4.03K ﹤0.01%
+87
13 14
15
16 17