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

Top Sells

1
+$2.11M
2
+$480K
3
+$402K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$378K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

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
551
– –
-402
552
– –
-27
553
– –
-355
554
– –
-600
555
– –
-430
556
– –
-843
557
– –
-84
558
– –
-2,048
559
– –
-79
560
– –
-157
561
– –
-127
562
– –
-9
563
– –
-46
564
– –
-93
565
– –
-5
566
– –
-304
567
– –
-174
568
– –
-88
569
– –
-29
570
– –
-50
571
– –
-6
572
– –
-437
573
– –
-36
574
– –
-387
575
– –
-336
21 22
23
24 25