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
501
$1.88K ﹤0.01%
+18
502
$1.87K ﹤0.01%
+26
503
$1.86K ﹤0.01%
+20
504
$1.84K ﹤0.01%
+13
505
$1.82K ﹤0.01%
189
+133
506
$1.81K ﹤0.01%
+19
507
$1.81K ﹤0.01%
+37
508
$1.81K ﹤0.01%
50
509
$1.8K ﹤0.01%
+62
510
$1.8K ﹤0.01%
+7
511
$1.79K ﹤0.01%
+8
512
$1.79K ﹤0.01%
+59
513
$1.79K ﹤0.01%
+5
514
$1.76K ﹤0.01%
+31
515
$1.75K ﹤0.01%
+427
516
$1.75K ﹤0.01%
+30
517
$1.74K ﹤0.01%
+37
518
$1.72K ﹤0.01%
+40
519
$1.72K ﹤0.01%
35
520
$1.7K ﹤0.01%
+61
521
$1.7K ﹤0.01%
+396
522
$1.69K ﹤0.01%
+30
523
$1.65K ﹤0.01%
+201
524
$1.65K ﹤0.01%
30
525
$1.62K ﹤0.01%
52
-1,048
19 20
21
22 23