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
$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%
42
478
$0 ﹤0.01%
48
479
$0 ﹤0.01%
+7
480
-138
481
$0 ﹤0.01%
8
+1
482
$0 ﹤0.01%
+6
483
$0 ﹤0.01%
3