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
576
$1.19K ﹤0.01%
+113
577
$1.19K ﹤0.01%
+39
578
$1.18K ﹤0.01%
+68
579
$1.18K ﹤0.01%
+46
580
$1.18K ﹤0.01%
+27
581
$1.17K ﹤0.01%
+68
582
$1.17K ﹤0.01%
+21
583
$1.17K ﹤0.01%
+26
584
$1.16K ﹤0.01%
+23
585
$1.16K ﹤0.01%
+20
586
$1.16K ﹤0.01%
+43
587
$1.15K ﹤0.01%
+59
588
$1.15K ﹤0.01%
+12
589
$1.14K ﹤0.01%
+91
590
$1.13K ﹤0.01%
+21
591
$1.13K ﹤0.01%
+20
592
$1.12K ﹤0.01%
2
593
$1.11K ﹤0.01%
+20
594
$1.1K ﹤0.01%
+8
595
$1.1K ﹤0.01%
+24
596
$1.1K ﹤0.01%
71
597
$1.09K ﹤0.01%
+6
598
$1.08K ﹤0.01%
+8
599
$1.06K ﹤0.01%
+47
600
$1.06K ﹤0.01%
+8
22 23
24
25 26