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
$234M
AUM Growth
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.01M
3
+$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K
5
WFC icon
Wells Fargo
WFC
+$146K

Top Sells

1
+$2.11M
2
+$480K
3
+$402K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$378K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-71
377
– –
-20
378
– –
-6
379
– –
-36
380
– –
-7
381
– –
-281
382
– –
-292
383
– –
-42
384
– –
-158
385
– –
-18
386
– –
-4,559
387
– –
-100
388
– –
-99
389
– –
-397
390
– –
-13
391
– –
-6
392
– –
-33
393
– –
-24
394
– –
-6,409
395
– –
-55
396
– –
-2,478
397
– –
-360
398
– –
-433
399
– –
-51
400
– –
-78
14 15
16
17 18