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
$258M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Sells

1 +$1.3M
2 +$984K
3 +$728K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$700K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$557K

Sector Composition

1 Financials 1.19%
2 Technology 0.5%
3 Industrials 0.44%
4 Consumer Staples 0.36%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$312K 0.12%
1,909
-25
52
$303K 0.12%
576
+68
53
$298K 0.12%
6,212
-3,853
54
$292K 0.11%
5,927
-2,158
55
$284K 0.11%
4,043
-8
56
$280K 0.11%
+1,841
57
$274K 0.11%
1,610
-96
58
$258K 0.1%
5,381
+380
59
$253K 0.1%
14,121
+305
60
$246K 0.1%
+2,440
61
$241K 0.09%
9,392
+116
62
$222K 0.09%
+2,019
63
$218K 0.08%
1,458
+1
64
$215K 0.08%
+2,043
65
$215K 0.08%
17,665
66
$207K 0.08%
1,412
-41
67
$203K 0.08%
25,904
68
$200K 0.08%
1,180
-31
69
$162K 0.06%
21,031
+19
70
-9,251