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

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
426
$1K ﹤0.01%
123
427
$1K ﹤0.01%
22
428
$1K ﹤0.01%
11
429
$1K ﹤0.01%
+7
430
$1K ﹤0.01%
+10
431
$1K ﹤0.01%
15
432
$1K ﹤0.01%
16
433
$1K ﹤0.01%
6
434
$1K ﹤0.01%
+45
435
$1K ﹤0.01%
9
436
$1K ﹤0.01%
+22
437
$1K ﹤0.01%
4
438
$1K ﹤0.01%
9
439
$1K ﹤0.01%
54
440
$1K ﹤0.01%
6
441
$1K ﹤0.01%
+52
442
$1K ﹤0.01%
63
+1
443
$1K ﹤0.01%
+8
444
$1K ﹤0.01%
5
445
$1K ﹤0.01%
+3
446
$0 ﹤0.01%
+10
447
$0 ﹤0.01%
+1
448
$0 ﹤0.01%
4
449
$0 ﹤0.01%
+3
450
$0 ﹤0.01%
+1