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
451
$2.41K ﹤0.01%
+21
452
$2.4K ﹤0.01%
+111
453
$2.4K ﹤0.01%
+34
454
$2.4K ﹤0.01%
+32
455
$2.4K ﹤0.01%
+36
456
$2.4K ﹤0.01%
+5
457
$2.38K ﹤0.01%
+41
458
$2.34K ﹤0.01%
+27
459
$2.34K ﹤0.01%
+2
460
$2.32K ﹤0.01%
127
461
$2.32K ﹤0.01%
+25
462
$2.31K ﹤0.01%
+24
463
$2.29K ﹤0.01%
+8
464
$2.28K ﹤0.01%
+70
465
$2.28K ﹤0.01%
+7
466
$2.28K ﹤0.01%
+27
467
$2.26K ﹤0.01%
+15
468
$2.25K ﹤0.01%
+37
469
$2.25K ﹤0.01%
+30
470
$2.24K ﹤0.01%
+58
471
$2.24K ﹤0.01%
49
+33
472
$2.22K ﹤0.01%
+20
473
$2.21K ﹤0.01%
+22
474
$2.2K ﹤0.01%
+114
475
$2.2K ﹤0.01%
+57
17 18
19
20 21