SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.02%
2 Industrials 1.48%
3 Technology 1.24%
4 Consumer Discretionary 1.11%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
22
477
$0 ﹤0.01%
+2
478
$0 ﹤0.01%
+3
479
$0 ﹤0.01%
+1
480
$0 ﹤0.01%
+5
481
$0 ﹤0.01%
12
482
$0 ﹤0.01%
+1
483
$0 ﹤0.01%
+3