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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.32%
8,652
+397
27
$706K 0.32%
14,318
+8,374
28
$702K 0.32%
13,665
+5,897
29
$688K 0.31%
28,088
-610
30
$628K 0.28%
20,257
-96
31
$619K 0.28%
4,762
+36
32
$587K 0.27%
6,113
-527
33
$547K 0.25%
21,781
+25
34
$542K 0.25%
4,079
35
$532K 0.24%
11,250
36
$527K 0.24%
6,487
+1,085
37
$518K 0.24%
4,700
+2
38
$473K 0.21%
2,217
+68
39
$471K 0.21%
4,463
-5,632
40
$438K 0.2%
9,286
+1,238
41
$428K 0.19%
10,991
+315
42
$378K 0.17%
1,712
+196
43
$367K 0.17%
9,648
+2,000
44
$355K 0.16%
15,198
-3,196
45
$337K 0.15%
10,875
-2,290
46
$319K 0.14%
14,769
+13,421
47
$307K 0.14%
580
+2
48
$305K 0.14%
3,142
-4,130
49
$281K 0.13%
3,932
+36
50
$280K 0.13%
1,995
+123
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2
3 4 5