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
$223M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$250K
3
+$210K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$148K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$123K

Top Sells

1
+$777K
2
+$483K
3
+$468K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$456K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$449K

Sector Composition

1 Financials 1.23%
2 Technology 0.5%
3 Industrials 0.48%
4 Consumer Staples 0.42%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$700K 0.31%
9,251
+222
27
$660K 0.3%
7,021
+79
28
$592K 0.26%
6,125
+8
29
$585K 0.26%
4,079
30
$581K 0.26%
4,945
-13
31
$570K 0.26%
7,040
+871
32
$527K 0.24%
9,876
+93
33
$519K 0.23%
1,904
34
$515K 0.23%
10,065
+4,885
35
$475K 0.21%
15,444
+66
36
$469K 0.21%
9,499
+213
37
$466K 0.21%
19,575
+863
38
$461K 0.21%
9,213
+469
39
$447K 0.2%
19,822
40
$424K 0.19%
10,802
+8
41
$401K 0.18%
10,300
+65
42
$394K 0.18%
1,607
+50
43
$356K 0.16%
7,266
+265
44
$342K 0.15%
7,486
+124
45
$331K 0.15%
14,704
-3
46
$330K 0.15%
8,085
-1,423
47
$315K 0.14%
9,891
-4
48
$271K 0.12%
1,934
+15
49
$262K 0.12%
4,051
+11
50
$256K 0.11%
508
+65
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