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
$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
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22
428
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11
429
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+7
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9
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+22
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4
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9
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54
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6
436
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+10
437
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+52
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63
+1
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5
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+3
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+45
446
$0 ﹤0.01%
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447
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+2
448
$0 ﹤0.01%
+3
449
$0 ﹤0.01%
+1
450
$0 ﹤0.01%
+5