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
$223M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$250K
3
+$210K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$148K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$123K

Top Sells

1
+$777K
2
+$483K
3
+$468K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$456K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$449K

Sector Composition

1 Financials 1.23%
2 Technology 0.5%
3 Industrials 0.48%
4 Consumer Staples 0.42%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.11%
1,706
+48
52
$239K 0.11%
13,816
-381
53
$226K 0.1%
9,276
-12,625
54
$219K 0.1%
5,001
+573
55
$212K 0.09%
1,453
-22
56
$205K 0.09%
1,211
+16
57
$204K 0.09%
17,665
58
$201K 0.09%
1,457
+1
59
$199K 0.09%
25,904
60
$155K 0.07%
21,012
+5
61
– –
-4,521
62
– –
-573
1 2
3