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
$311M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$2.37M
3
+$1.42M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$998K
5
MSFT icon
Microsoft
MSFT
+$676K

Top Sells

1
+$1.71M
2
+$1.39M
3
+$273K
4
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$241K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$216K

Sector Composition

1 Technology 1.47%
2 Financials 1.22%
3 Healthcare 1.05%
4 Consumer Staples 0.62%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.13%
4,326
+62
52
$395K 0.13%
15,080
53
$393K 0.13%
2,484
+36
54
$381K 0.12%
1,040
-5
55
$372K 0.12%
9,210
-5
56
$361K 0.12%
437
+22
57
$343K 0.11%
6,747
-33,576
58
$320K 0.1%
338
+14
59
$319K 0.1%
7,272
+379
60
$305K 0.1%
1,767
+313
61
$301K 0.1%
5,841
-973
62
$295K 0.09%
1,729
+41
63
$284K 0.09%
4,518
-687
64
$272K 0.09%
4,724
+98
65
$256K 0.08%
466
+54
66
$252K 0.08%
17,665
67
$251K 0.08%
9,820
+65
68
$249K 0.08%
1,500
+106
69
$248K 0.08%
12,505
+369
70
$233K 0.07%
1,555
+58
71
$227K 0.07%
1,622
-2
72
$223K 0.07%
+2,224
73
$223K 0.07%
+3,030
74
$223K 0.07%
1,440
+127
75
$219K 0.07%
1,883
-79
1 2
3
4