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
$234M
AUM Growth
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.01M
3 +$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-164
502
-207
503
-381
504
-91
505
-18
506
-439
507
-58
508
-76
509
-15
510
-248
511
-20
512
-697
513
-16
514
-73
515
-422
516
-300
517
-20
518
-255
519
-22
520
-10
521
-37
522
-31
523
-414
524
-2
525
-2,590