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
$300M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$776K
3
+$577K
4
MSFT icon
Microsoft
MSFT
+$512K
5
META icon
Meta Platforms (Facebook)
META
+$504K

Top Sells

1
+$233K
2
+$206K
3
+$190K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$144K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$50.3K

Sector Composition

1 Technology 1.53%
2 Financials 1.22%
3 Healthcare 0.94%
4 Consumer Staples 0.63%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.14%
1,045
+489
52
$379K 0.13%
6,814
-13
53
$375K 0.13%
15,080
+198
54
$372K 0.12%
9,215
+16
55
$351K 0.12%
+2,751
56
$351K 0.12%
4,264
+117
57
$320K 0.11%
+415
58
$299K 0.1%
6,893
-948
59
$297K 0.1%
324
+41
60
$296K 0.1%
5,205
-409
61
$283K 0.09%
1,688
+276
62
$273K 0.09%
+1,179
63
$271K 0.09%
1,624
+269
64
$265K 0.09%
4,626
+482
65
$264K 0.09%
17,665
66
$249K 0.08%
+1,313
67
$246K 0.08%
1,454
+3
68
$244K 0.08%
9,755
+124
69
$241K 0.08%
25,904
70
$228K 0.08%
1,497
+292
71
$223K 0.07%
12,136
+350
72
$217K 0.07%
+412
73
$216K 0.07%
1,878
+117
74
$214K 0.07%
1,962
-46
75
$208K 0.07%
+1,094
1 2
3
4