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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$716K 0.78%
9,167
+644
27
$677K 0.74%
34,734
+15
28
$676K 0.74%
4,079
29
$651K 0.71%
6,636
-698
30
$607K 0.66%
2,110
31
$599K 0.65%
13,128
+66
32
$567K 0.62%
11,427
+276
33
$538K 0.59%
1,524
34
$527K 0.57%
11,421
+106
35
$492K 0.54%
18,394
36
$460K 0.5%
13,445
+15
37
$437K 0.48%
6,992
-109
38
$417K 0.45%
12,945
39
$408K 0.44%
4,892
+310
40
$406K 0.44%
7,526
-204
41
$394K 0.43%
3,681
-149
42
$389K 0.42%
7,338
+1,168
43
$389K 0.42%
4,713
-97
44
$353K 0.38%
2,622
+276
45
$352K 0.38%
1,341
+4
46
$324K 0.35%
6,480
+2,709
47
$315K 0.34%
2,916
48
$314K 0.34%
7,312
-1,747
49
$294K 0.32%
576
-17
50
$285K 0.31%
5,879
+2,122
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