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
376
$3.99K ﹤0.01%
+12
377
$3.96K ﹤0.01%
+74
378
$3.94K ﹤0.01%
+20
379
$3.94K ﹤0.01%
+41
380
$3.9K ﹤0.01%
+143
381
$3.82K ﹤0.01%
+36
382
$3.79K ﹤0.01%
+60
383
$3.78K ﹤0.01%
+133
384
$3.77K ﹤0.01%
+138
385
$3.76K ﹤0.01%
+10
386
$3.74K ﹤0.01%
+460
387
$3.62K ﹤0.01%
+37
388
$3.6K ﹤0.01%
+73
389
$3.57K ﹤0.01%
+27
390
$3.57K ﹤0.01%
+60
391
$3.56K ﹤0.01%
+91
392
$3.53K ﹤0.01%
130
+84
393
$3.52K ﹤0.01%
+84
394
$3.51K ﹤0.01%
+5
395
$3.49K ﹤0.01%
161
+143
396
$3.47K ﹤0.01%
218
+134
397
$3.43K ﹤0.01%
+212
398
$3.41K ﹤0.01%
+20
399
$3.4K ﹤0.01%
+22
400
$3.39K ﹤0.01%
+766
14 15
16
17 18