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
$258M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$2.83M
3
+$1.3M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$977K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$938K

Top Sells

1
+$1.3M
2
+$984K
3
+$728K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$700K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$557K

Sector Composition

1 Financials 1.19%
2 Technology 0.5%
3 Industrials 0.44%
4 Consumer Staples 0.36%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 0.38%
5,077
+97
27
$977K 0.38%
+40,440
28
$960K 0.37%
2,693
-112
29
$882K 0.34%
15,718
30
$797K 0.31%
+14,508
31
$750K 0.29%
14,196
+4,983
32
$671K 0.26%
4,079
33
$656K 0.25%
6,613
-408
34
$651K 0.25%
25,717
+6,142
35
$596K 0.23%
6,119
-6
36
$592K 0.23%
1,904
37
$584K 0.23%
7,122
+82
38
$532K 0.21%
10,131
+255
39
$530K 0.21%
15,289
-155
40
$474K 0.18%
4,741
-204
41
$471K 0.18%
19,822
42
$444K 0.17%
10,810
+8
43
$443K 0.17%
1,620
+13
44
$430K 0.17%
10,361
+61
45
$419K 0.16%
8,007
+521
46
$369K 0.14%
7,383
+117
47
$361K 0.14%
6,780
-2,719
48
$359K 0.14%
14,704
49
$349K 0.14%
9,906
+15
50
$333K 0.13%
+10,535
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