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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$276K 0.13%
2,916
52
$271K 0.12%
6,174
+685
53
$266K 0.12%
5,013
-7,969
54
$265K 0.12%
4,511
-17
55
$265K 0.12%
14,871
-13,965
56
$264K 0.12%
1,873
+11
57
$254K 0.12%
2,233
+4
58
$237K 0.11%
5,732
+2
59
$230K 0.1%
12,427
-729
60
$221K 0.1%
5,266
-4,331
61
$221K 0.1%
1,455
62
$215K 0.1%
1,605
+85
63
$210K 0.1%
1,165
-97
64
$197K 0.09%
1,798
+6
65
$194K 0.09%
25,904
66
$192K 0.09%
2,158
67
$192K 0.09%
17,665
68
$171K 0.08%
3,094
-3,909
69
$169K 0.08%
2,248
+1,721
70
$168K 0.08%
936
-33
71
$167K 0.08%
3,445
-1,970
72
$158K 0.07%
20,974
+18
73
$158K 0.07%
600
74
$156K 0.07%
1,320
75
$154K 0.07%
1,837
-573
1 2
3
4 5