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
$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
51
$266K 0.11%
14,197
+317
52
$257K 0.11%
1,919
+33
53
$241K 0.1%
1,658
+52
54
$232K 0.1%
573
+357
55
$224K 0.1%
1,475
+20
56
$221K 0.09%
1,195
+20
57
$220K 0.09%
17,665
58
$213K 0.09%
25,904
59
$213K 0.09%
443
-232
60
$207K 0.09%
1,456
-418
61
$204K 0.09%
4,428
-797
62
$166K 0.07%
21,007
+17
63
– –
-1,363
64
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-43
65
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-113
66
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-47
67
– –
-175
68
– –
-1,420
69
– –
-45
70
– –
-54
71
– –
-63
72
– –
-30
73
– –
-21
74
– –
-931
75
– –
-60
1 2
3
4 5