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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.16%
1,516
+106
52
$292K 0.15%
578
+1
53
$290K 0.15%
5,944
-255,555
54
$280K 0.14%
7,648
+156
55
$265K 0.13%
3,896
+34
56
$259K 0.13%
4,528
+1
57
$255K 0.13%
13,156
+163
58
$254K 0.13%
2,916
59
$237K 0.12%
5,415
+1,810
60
$232K 0.12%
2,229
+4
61
$231K 0.12%
1,872
62
$230K 0.12%
5,730
-508
63
$221K 0.11%
1,862
-188
64
$214K 0.11%
5,489
+18
65
$214K 0.11%
25,904
66
$206K 0.1%
1,262
+5
67
$192K 0.1%
17,665
68
$184K 0.09%
1,455
-50
69
$174K 0.09%
2,158
+7
70
$174K 0.09%
2,410
+6
71
$173K 0.09%
1,792
+6
72
$159K 0.08%
1,520
+1
73
$152K 0.08%
20,956
+19
74
$139K 0.07%
969
+1
75
$135K 0.07%
600
1 2
3
4 5