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

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
626
– –
-412
627
– –
-28
628
– –
-21
629
– –
-177
630
– –
-37
631
– –
-86
632
– –
-22
633
– –
-425
634
– –
-141
635
– –
-964
636
– –
-1,382
637
– –
-357
638
– –
-500
639
– –
-1,463
640
– –
-30
641
– –
-95
642
– –
-8,580
643
– –
-1,254
644
– –
-3,097
645
– –
-88
646
– –
-110
647
– –
-21
648
– –
-123
649
– –
-12
650
– –
-1,651
23 24 25
26
27