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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$141K 0.13%
1,351
+426
77
$139K 0.12%
9,613
78
$139K 0.12%
2,442
+8
79
$138K 0.12%
800
80
$135K 0.12%
2,372
+5
81
$133K 0.12%
596
82
$127K 0.11%
1,204
83
$125K 0.11%
3,128
+358
84
$123K 0.11%
929
+1
85
$121K 0.11%
525
-111
86
$120K 0.11%
1,382
87
$115K 0.1%
1,002
88
$111K 0.1%
676
89
$110K 0.1%
785
90
$110K 0.1%
4,933
-12,746
91
$106K 0.09%
7,509
+5,310
92
$102K 0.09%
2,720
-31,965
93
$101K 0.09%
6,447
+13
94
$101K 0.09%
1,291
+5
95
$90K 0.08%
1,224
-1,289
96
$89K 0.08%
1,340
97
$87K 0.08%
1,127
98
$84K 0.07%
+4,998
99
$82K 0.07%
965
-264
100
$80K 0.07%
+688
2 3
4
5 6