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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.19K ﹤0.01%
+29
477
$2.19K ﹤0.01%
+27
478
$2.14K ﹤0.01%
+498
479
$2.13K ﹤0.01%
+79
480
$2.13K ﹤0.01%
+20
481
$2.11K ﹤0.01%
+43
482
$2.1K ﹤0.01%
+31
483
$2.07K ﹤0.01%
+439
484
$2.07K ﹤0.01%
+22
485
$2.06K ﹤0.01%
+10
486
$2.02K ﹤0.01%
43
487
$2K ﹤0.01%
+22
488
$2K ﹤0.01%
+79
489
$1.99K ﹤0.01%
+758
490
$1.98K ﹤0.01%
+18
491
$1.97K ﹤0.01%
+357
492
$1.96K ﹤0.01%
+26
493
$1.96K ﹤0.01%
+9
494
$1.96K ﹤0.01%
25
+20
495
$1.96K ﹤0.01%
+5
496
$1.94K ﹤0.01%
33
-43
497
$1.93K ﹤0.01%
+82
498
$1.91K ﹤0.01%
+16
499
$1.91K ﹤0.01%
+17
500
$1.89K ﹤0.01%
+71
18 19
20
21 22