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
-$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
401
– –
-171
402
– –
-143
403
– –
-112
404
– –
-2,001
405
– –
-5
406
– –
-61
407
– –
-16
408
– –
-3,497
409
– –
-30
410
– –
-95
411
– –
-8,580
412
– –
-1,254
413
– –
-3,097
414
– –
-582
415
– –
-3
416
– –
-594
417
– –
-13
418
– –
-740
419
– –
-37
420
– –
-12
421
– –
-88
422
– –
-110
423
– –
-21
424
– –
-123
425
– –
-12
15 16
17
18 19