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
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.01M
3
+$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K
5
WFC icon
Wells Fargo
WFC
+$146K

Top Sells

1
+$2.11M
2
+$480K
3
+$402K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$378K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$754K 0.32%
9,029
+260
27
$680K 0.29%
6,942
-89
28
$607K 0.26%
4,079
29
$556K 0.24%
21,901
+74
30
$553K 0.24%
6,117
+2
31
$539K 0.23%
1,904
-245
32
$532K 0.23%
4,958
-170
33
$524K 0.22%
15,378
-4,879
34
$513K 0.22%
9,783
-1,983
35
$500K 0.21%
6,169
+902
36
$483K 0.21%
4,521
+11
37
$478K 0.2%
9,286
-581
38
$468K 0.2%
18,712
+1,064
39
$465K 0.2%
19,822
-13,877
40
$453K 0.19%
8,744
+116
41
$439K 0.19%
10,794
-118
42
$414K 0.18%
10,235
-53
43
$406K 0.17%
9,508
+3,410
44
$396K 0.17%
1,557
-257
45
$347K 0.15%
7,001
+431
46
$343K 0.15%
14,707
-60
47
$342K 0.15%
7,362
+723
48
$324K 0.14%
9,895
-1,000
49
$297K 0.13%
5,180
-68
50
$284K 0.12%
4,040
+70
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