SSC

Syverson Strege & Co Portfolio holdings

AUM $416M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$353K
3
+$315K
4
BKNG icon
Booking.com
BKNG
+$290K
5
GLW icon
Corning
GLW
+$222K

Top Sells

1
+$8.91M
2
+$4.72M
3
+$3.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.7M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.53M

Sector Composition

1 Technology 5.46%
2 Financials 3.89%
3 Communication Services 2.28%
4 Healthcare 2.18%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.22%
17,935
+2
52
$854K 0.2%
4,079
53
$789K 0.19%
2,623
-379
54
$785K 0.19%
7,731
-1,276
55
$783K 0.19%
1,026
-763
56
$780K 0.19%
14,916
-1,784
57
$759K 0.18%
953
-111
58
$721K 0.17%
13,977
-1,738
59
$718K 0.17%
5,473
-321
60
$648K 0.16%
25,976
+656
61
$622K 0.15%
4,049
-126
62
$605K 0.14%
8,841
+126
63
$594K 0.14%
3,828
-284
64
$584K 0.14%
14,212
-578
65
$576K 0.14%
6,083
-335
66
$538K 0.13%
2,754
+49
67
$536K 0.13%
2,941
-225
68
$531K 0.13%
9,807
69
$525K 0.13%
11,939
-1,738
70
$513K 0.12%
2,077
-195
71
$492K 0.12%
2,555
-124
72
$474K 0.11%
19,822
73
$467K 0.11%
14,885
-2
74
$463K 0.11%
3,204
-1
75
$456K 0.11%
3,238
+19
1 2
3
4 5