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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.58%
+7,342
27
$606K 0.58%
+4,569
28
$586K 0.56%
+38,829
29
$576K 0.55%
+11,491
30
$548K 0.52%
+2,164
31
$527K 0.5%
+10,959
32
$468K 0.45%
+15,876
33
$467K 0.45%
+21,776
34
$454K 0.43%
+3,844
35
$436K 0.42%
+10,082
36
$420K 0.4%
+15,906
37
$379K 0.36%
+12,943
38
$370K 0.35%
+17,464
39
$361K 0.34%
+6,919
40
$359K 0.34%
+6,976
41
$356K 0.34%
+8,643
42
$346K 0.33%
+1,493
43
$328K 0.31%
+5,842
44
$323K 0.31%
+3,744
45
$307K 0.29%
+2,071
46
$300K 0.29%
+1,344
47
$285K 0.27%
+2,608
48
$277K 0.26%
+10,095
49
$268K 0.26%
+2,916
50
$245K 0.23%
+5,335
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