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
426
$2.8K ﹤0.01%
+14
427
$2.8K ﹤0.01%
171
428
$2.76K ﹤0.01%
+29
429
$2.73K ﹤0.01%
+25
430
$2.69K ﹤0.01%
+55
431
$2.68K ﹤0.01%
+16
432
$2.67K ﹤0.01%
300
433
$2.67K ﹤0.01%
+42
434
$2.66K ﹤0.01%
+125
435
$2.64K ﹤0.01%
+381
436
$2.62K ﹤0.01%
+18
437
$2.62K ﹤0.01%
27
+17
438
$2.56K ﹤0.01%
+87
439
$2.56K ﹤0.01%
+145
440
$2.53K ﹤0.01%
153
+1
441
$2.52K ﹤0.01%
+16
442
$2.51K ﹤0.01%
86
443
$2.51K ﹤0.01%
85
444
$2.5K ﹤0.01%
+59
445
$2.49K ﹤0.01%
+42
446
$2.49K ﹤0.01%
20
447
$2.47K ﹤0.01%
+23
448
$2.44K ﹤0.01%
+51
449
$2.43K ﹤0.01%
+640
450
$2.43K ﹤0.01%
+12
16 17
18
19 20