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
551
$1.37K ﹤0.01%
+67
552
$1.37K ﹤0.01%
+32
553
$1.36K ﹤0.01%
123
554
$1.35K ﹤0.01%
+6
555
$1.34K ﹤0.01%
+23
556
$1.33K ﹤0.01%
13
557
$1.33K ﹤0.01%
+40
558
$1.32K ﹤0.01%
198
+1
559
$1.32K ﹤0.01%
+12
560
$1.32K ﹤0.01%
+157
561
$1.31K ﹤0.01%
+21
562
$1.29K ﹤0.01%
+16
563
$1.27K ﹤0.01%
+9
564
$1.26K ﹤0.01%
74
565
$1.26K ﹤0.01%
+446
566
$1.24K ﹤0.01%
+6
567
$1.23K ﹤0.01%
+5
568
$1.23K ﹤0.01%
+14
569
$1.23K ﹤0.01%
121
570
$1.21K ﹤0.01%
+56
571
$1.21K ﹤0.01%
+146
572
$1.21K ﹤0.01%
70
573
$1.2K ﹤0.01%
+12
574
$1.2K ﹤0.01%
+9
575
$1.19K ﹤0.01%
+28
21 22
23
24 25