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
401
$3.36K ﹤0.01%
+79
402
$3.35K ﹤0.01%
+9
403
$3.3K ﹤0.01%
+397
404
$3.29K ﹤0.01%
+40
405
$3.27K ﹤0.01%
+6
406
$3.27K ﹤0.01%
78
407
$3.23K ﹤0.01%
+50
408
$3.16K ﹤0.01%
+47
409
$3.12K ﹤0.01%
+191
410
$3.06K ﹤0.01%
+32
411
$3.06K ﹤0.01%
+37
412
$3.06K ﹤0.01%
207
413
$3.04K ﹤0.01%
+54
414
$3.04K ﹤0.01%
30
+25
415
$3.02K ﹤0.01%
+10
416
$3.02K ﹤0.01%
+21
417
$3.01K ﹤0.01%
100
418
$2.98K ﹤0.01%
+196
419
$2.96K ﹤0.01%
+70
420
$2.93K ﹤0.01%
+280
421
$2.92K ﹤0.01%
+1,300
422
$2.91K ﹤0.01%
+18
423
$2.89K ﹤0.01%
+17
424
$2.83K ﹤0.01%
+116
425
$2.83K ﹤0.01%
+36
15 16
17
18 19