SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$5.49M
3
+$4.4M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$3.92M
5
META icon
Meta Platforms (Facebook)
META
+$2.53M

Top Sells

1
+$554K
2
+$223K
3
+$172K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$138K
5
USB icon
US Bancorp
USB
+$130K

Sector Composition

1 Technology 4.71%
2 Financials 4.06%
3 Healthcare 2.39%
4 Communication Services 2.31%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.2%
16,700
+511
52
$840K 0.2%
4,734
+3,441
53
$786K 0.19%
4,079
54
$780K 0.18%
1,778
+3
55
$773K 0.18%
+3,002
56
$772K 0.18%
5,794
+607
57
$767K 0.18%
+9,007
58
$753K 0.18%
+1,064
59
$744K 0.18%
+15,715
60
$665K 0.16%
4,175
+2,446
61
$627K 0.15%
25,320
+787
62
$606K 0.14%
+2,272
63
$605K 0.14%
+8,715
64
$592K 0.14%
+13,677
65
$589K 0.14%
6,418
+2,092
66
$589K 0.14%
4,112
+2,916
67
$585K 0.14%
2,674
+1,052
68
$563K 0.13%
14,790
+6
69
$547K 0.13%
+2,570
70
$510K 0.12%
+2,798
71
$505K 0.12%
15,477
+1,540
72
$485K 0.11%
9,807
73
$465K 0.11%
19,822
74
$450K 0.11%
+6,521
75
$448K 0.11%
6,017
+1,499
1 2
3
4 5