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
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