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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$136K 0.15%
1,058
77
$136K 0.15%
596
78
$134K 0.15%
820
79
$134K 0.15%
1,815
80
$132K 0.14%
1,320
81
$132K 0.14%
1,204
82
$130K 0.14%
735
+1
83
$127K 0.14%
2,422
+3
84
$124K 0.13%
830
+45
85
$120K 0.13%
485
+34
86
$119K 0.13%
1,002
87
$109K 0.12%
+2,224
88
$108K 0.12%
1,305
+5
89
$107K 0.12%
1,452
+108
90
$106K 0.12%
1,382
91
$104K 0.11%
1,224
92
$95K 0.1%
330
93
$95K 0.1%
4,521
-2,731
94
$93K 0.1%
4,935
+2,536
95
$91K 0.1%
1,173
96
$90K 0.1%
216
+1
97
$88K 0.1%
152
98
$88K 0.1%
1,377
+3
99
$81K 0.09%
1,110
+68
100
$81K 0.09%
1,570
+8
2 3
4
5 6