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
$277M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.47M
3
+$649K
4
MSFT icon
Microsoft
MSFT
+$637K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$570K

Top Sells

1
+$1.49M
2
+$1.07M
3
+$885K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$584K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$443K

Sector Composition

1 Financials 1.25%
2 Technology 0.8%
3 Consumer Staples 0.5%
4 Industrials 0.44%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.39%
3,749
+3
27
$1.02M 0.37%
40,590
+150
28
$922K 0.33%
15,718
29
$732K 0.26%
4,179
+100
30
$721K 0.26%
13,741
-455
31
$719K 0.26%
2,090
+186
32
$660K 0.24%
10,975
+844
33
$651K 0.23%
6,647
+34
34
$642K 0.23%
24,998
-719
35
$637K 0.23%
+1,514
36
$630K 0.23%
5,552
-567
37
$582K 0.21%
15,710
+421
38
$541K 0.2%
4,658
-83
39
$471K 0.17%
19,822
40
$426K 0.15%
2,363
+522
41
$418K 0.15%
7,507
+727
42
$410K 0.15%
9,815
-995
43
$406K 0.15%
2,028
+418
44
$399K 0.14%
2,088
+179
45
$390K 0.14%
2,454
+14
46
$377K 0.14%
9,797
-109
47
$373K 0.13%
14,681
-23
48
$365K 0.13%
6,327
+115
49
$353K 0.13%
7,066
-317
50
$353K 0.13%
10,949
+414
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2
3