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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$117K 0.11%
+3,884
77
$116K 0.11%
+596
78
$116K 0.11%
+437
79
$114K 0.11%
+1,382
80
$113K 0.11%
+329
81
$113K 0.11%
+2,425
82
$112K 0.11%
+2,192
83
$111K 0.11%
+759
84
$109K 0.1%
+1,002
85
$106K 0.1%
+675
86
$104K 0.1%
+1,204
87
$102K 0.1%
+1,219
88
$93K 0.09%
+513
89
$93K 0.09%
+785
90
$86K 0.08%
+400
91
$83K 0.08%
+1,281
92
$80K 0.08%
+6,676
93
$80K 0.08%
+2,691
94
$78K 0.07%
+675
95
$78K 0.07%
+924
96
$77K 0.07%
+1,340
97
$73K 0.07%
+1,215
98
$72K 0.07%
+1,378
99
$72K 0.07%
+1,386
100
$71K 0.07%
+1,391
2 3
4
5 6