SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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

Top Buys

1
+$6.87M
2
+$2.05M
3
+$1.89M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$802K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$768K

Top Sells

1
+$357K
2
+$206K
3
+$172K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$165K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$87.1K

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
– –
-138
480
$0 ﹤0.01%
8
+1
481
$0 ﹤0.01%
3
482
$0 ﹤0.01%
6
483
$0 ﹤0.01%
+6
16 17 18 19
20