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
$293M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.42M
3
+$2.22M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.32M

Top Sells

1
+$2.13M
2
+$353K
3
+$240K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$214K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$171K

Sector Composition

1 Technology 1.44%
2 Financials 1.1%
3 Healthcare 1.07%
4 Consumer Staples 0.62%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.13%
14,883
+202
52
$373K 0.13%
7,185
+1,095
53
$372K 0.13%
9,810
+13
54
$362K 0.12%
2,094
+6
55
$348K 0.12%
2,464
+10
56
$347K 0.12%
1,008
+351
57
$341K 0.12%
6,331
+4
58
$341K 0.12%
2,333
+908
59
$332K 0.11%
+1,821
60
$329K 0.11%
7,647
+27
61
$324K 0.11%
4,177
+35
62
$295K 0.1%
15,704
+334
63
$271K 0.09%
1,641
-2
64
$266K 0.09%
+1,126
65
$251K 0.09%
4,465
-3,042
66
$248K 0.08%
17,665
67
$239K 0.08%
9,540
+91
68
$237K 0.08%
+351
69
$233K 0.08%
+1,273
70
$231K 0.08%
1,443
71
$230K 0.08%
2,199
-346
72
$227K 0.08%
25,904
73
$220K 0.08%
1,335
+13
74
$215K 0.07%
+488
75
$214K 0.07%
+1,514
1 2
3
4