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

Top Buys

1
+$6.72M
2
+$2M
3
+$1.97M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$800K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$751K

Top Sells

1
+$344K
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
+$84.5K

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
376
$3K ﹤0.01%
+60
377
$3K ﹤0.01%
+23
378
$3K ﹤0.01%
+68
379
$3K ﹤0.01%
+36
380
$3K ﹤0.01%
+56
381
$3K ﹤0.01%
+255
382
$3K ﹤0.01%
+8
383
$3K ﹤0.01%
100
384
$3K ﹤0.01%
72
385
$3K ﹤0.01%
+33
386
$3K ﹤0.01%
+12
387
$3K ﹤0.01%
+60
388
$2K ﹤0.01%
65
389
$2K ﹤0.01%
+12
390
$2K ﹤0.01%
+3
391
$2K ﹤0.01%
+48
392
$2K ﹤0.01%
731
393
$2K ﹤0.01%
34
394
$2K ﹤0.01%
+9
395
$2K ﹤0.01%
55
+1
396
$2K ﹤0.01%
+24
397
$2K ﹤0.01%
150
398
$2K ﹤0.01%
+109
399
$2K ﹤0.01%
+46
400
$2K ﹤0.01%
70
14 15
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