SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$2.96M
2
+$2.01M
3
+$161K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$149K
5
WFC icon
Wells Fargo
WFC
+$137K

Top Sells

1
+$2.01M
2
+$456K
3
+$401K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$372K
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
– –
-336
552
– –
-12
553
– –
-49
554
– –
-307
555
– –
-87
556
– –
-20
557
– –
-255
558
– –
-22
559
– –
-10
560
– –
-126
561
– –
-630
562
– –
-113
563
– –
-165
564
– –
-187
565
– –
-4
566
– –
-11
567
– –
-214
568
– –
-291
569
– –
-32
570
– –
-789
571
– –
-801
572
– –
-42
573
– –
-79
574
– –
-28
575
– –
-446
21 22
23
24 25