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
$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
26
$764K 0.33%
10,023
-2,600
27
$728K 0.31%
8,769
+117
28
$701K 0.3%
7,031
+3,889
29
$607K 0.26%
20,257
30
$578K 0.25%
11,766
+516
31
$572K 0.24%
4,079
32
$563K 0.24%
21,827
+46
33
$562K 0.24%
5,128
+428
34
$536K 0.23%
2,149
-68
35
$533K 0.23%
6,115
+2
36
$494K 0.21%
9,867
+581
37
$486K 0.21%
4,510
+47
38
$451K 0.19%
8,628
-5,037
39
$442K 0.19%
17,648
-10,440
40
$441K 0.19%
10,912
-79
41
$433K 0.18%
5,267
-1,220
42
$427K 0.18%
1,814
+102
43
$410K 0.18%
10,288
+640
44
$342K 0.15%
10,895
+20
45
$341K 0.15%
14,767
-2
46
$327K 0.14%
6,570
-7,748
47
$319K 0.14%
675
+95
48
$316K 0.14%
5,248
+737
49
$295K 0.13%
6,639
+465
50
$282K 0.12%
2,916
1
2
3 4 5