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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.22%
1,768
52
$236K 0.21%
590
+19
53
$225K 0.2%
3,716
+37
54
$194K 0.17%
492
55
$193K 0.17%
818
56
$191K 0.17%
6,617
-9,989
57
$184K 0.16%
1,362
+244
58
$180K 0.16%
3,497
+111
59
$178K 0.16%
17,439
+16,776
60
$178K 0.16%
11,149
+8
61
$176K 0.16%
2,210
+8
62
$170K 0.15%
2,125
+6
63
$169K 0.15%
1,139
-956
64
$168K 0.15%
1,199
+11
65
$164K 0.15%
4,185
66
$163K 0.15%
7,252
+5,114
67
$161K 0.14%
1,058
68
$161K 0.14%
2,493
+11
69
$159K 0.14%
2,908
-39,464
70
$159K 0.14%
1,963
-529
71
$154K 0.14%
2,442
-646
72
$153K 0.14%
3,384
73
$146K 0.13%
600
74
$146K 0.13%
459
+21
75
$143K 0.13%
1,815
1 2
3
4 5