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
601
$1.03K ﹤0.01%
11
602
$999 ﹤0.01%
740
+3
603
$991 ﹤0.01%
+99
604
$949 ﹤0.01%
100
605
$938 ﹤0.01%
+12
606
$923 ﹤0.01%
+37
607
$923 ﹤0.01%
17
608
$916 ﹤0.01%
28
+26
609
$916 ﹤0.01%
+35
610
$910 ﹤0.01%
+50
611
$874 ﹤0.01%
+49
612
$862 ﹤0.01%
29
613
$862 ﹤0.01%
+4
614
$834 ﹤0.01%
+79
615
$829 ﹤0.01%
+33
616
$785 ﹤0.01%
+12
617
$784 ﹤0.01%
+11
618
$720 ﹤0.01%
9
619
$693 ﹤0.01%
45
620
$691 ﹤0.01%
+15
621
$675 ﹤0.01%
8
622
$664 ﹤0.01%
6
623
$662 ﹤0.01%
+33
624
$641 ﹤0.01%
10
625
$636 ﹤0.01%
+96
23 24
25
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