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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.21%
+3,639
52
$210K 0.2%
+1,768
53
$200K 0.19%
+569
54
$196K 0.19%
+10,997
55
$194K 0.19%
+2,517
56
$180K 0.17%
+2,492
57
$173K 0.17%
+818
58
$169K 0.16%
+3,588
59
$165K 0.16%
+3,200
60
$165K 0.16%
+2,112
61
$161K 0.15%
+10,476
62
$156K 0.15%
+1,118
63
$153K 0.15%
+3,080
64
$149K 0.14%
+2,470
65
$149K 0.14%
+9,900
66
$146K 0.14%
+4,185
67
$144K 0.14%
+3,714
68
$143K 0.14%
+2,449
69
$141K 0.13%
+1,176
70
$138K 0.13%
+600
71
$136K 0.13%
+633
72
$134K 0.13%
+9,613
73
$132K 0.13%
+1,815
74
$130K 0.12%
+800
75
$126K 0.12%
+1,058
1 2
3
4 5