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
-$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
601
– –
-132
602
– –
-630
603
– –
-21
604
– –
-113
605
– –
-312
606
– –
-640
607
– –
-1,766
608
– –
-60
609
– –
-50
610
– –
-7
611
– –
-3,860
612
– –
-25
613
– –
-150
614
– –
-200
615
– –
-28
616
– –
-131
617
– –
-498
618
– –
-143
619
– –
-25
620
– –
-28
621
– –
-446
622
– –
-20
623
– –
-1,805
624
– –
-31
625
– –
-27
23 24
25
26 27