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
526
$1.61K ﹤0.01%
+20
527
$1.61K ﹤0.01%
+28
528
$1.6K ﹤0.01%
+7
529
$1.6K ﹤0.01%
68
+1
530
$1.6K ﹤0.01%
+7
531
$1.59K ﹤0.01%
+5
532
$1.58K ﹤0.01%
+14
533
$1.57K ﹤0.01%
88
-1,184
534
$1.56K ﹤0.01%
+12
535
$1.56K ﹤0.01%
+8
536
$1.56K ﹤0.01%
+16
537
$1.55K ﹤0.01%
13
538
$1.54K ﹤0.01%
+11
539
$1.53K ﹤0.01%
+5
540
$1.52K ﹤0.01%
+23
541
$1.51K ﹤0.01%
+44
542
$1.5K ﹤0.01%
+34
543
$1.49K ﹤0.01%
30
544
$1.48K ﹤0.01%
+76
545
$1.47K ﹤0.01%
+52
546
$1.46K ﹤0.01%
+43
547
$1.46K ﹤0.01%
58
+1
548
$1.43K ﹤0.01%
+9
549
$1.42K ﹤0.01%
+16
550
$1.41K ﹤0.01%
+63
20 21
22
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