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
$298M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$206K
3
+$144K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$129K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$72.2K

Top Sells

1
+$2.94M
2
+$1.21M
3
+$999K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$967K
5
MSFT icon
Microsoft
MSFT
+$862K

Sector Composition

1 Financials 1.01%
2 Technology 0.75%
3 Healthcare 0.73%
4 Consumer Staples 0.52%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.4%
6,597
27
$1.18M 0.4%
3,754
+3
28
$990K 0.33%
15,718
29
$933K 0.31%
8,186
-1,597
30
$851K 0.29%
10,539
-3,060
31
$847K 0.28%
15,979
-975
32
$742K 0.25%
4,079
33
$708K 0.24%
1,843
-106
34
$673K 0.23%
6,641
-218
35
$656K 0.22%
24,982
+36
36
$642K 0.22%
3,250
-806
37
$603K 0.2%
5,513
-41
38
$528K 0.18%
15,289
-398
39
$477K 0.16%
19,822
40
$473K 0.16%
4,039
-992
41
$470K 0.16%
9,815
42
$428K 0.14%
1,937
-157
43
$410K 0.14%
11,589
+133
44
$402K 0.13%
14,882
-1
45
$387K 0.13%
662
-609
46
$380K 0.13%
6,827
-358
47
$374K 0.13%
4,147
-30
48
$374K 0.13%
9,199
-611
49
$366K 0.12%
2,361
-103
50
$354K 0.12%
7,841
+194
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