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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142K 0.06%
448
+4
77
$131K 0.06%
2,274
+14
78
$130K 0.06%
12,491
+1,586
79
$128K 0.06%
1,002
80
$126K 0.06%
+1,491
81
$122K 0.06%
+9,156
82
$121K 0.05%
330
83
$120K 0.05%
680
-56
84
$119K 0.05%
451
85
$115K 0.05%
642
-70
86
$114K 0.05%
596
-54
87
$108K 0.05%
1,322
+6
88
$108K 0.05%
1,641
-174
89
$106K 0.05%
785
90
$104K 0.05%
1,035
-169
91
$102K 0.05%
1,226
+2
92
$102K 0.05%
1,488
+2
93
$101K 0.05%
6,283
94
$99.5K 0.05%
+8,237
95
$97.7K 0.04%
1,541
-303
96
$96K 0.04%
+887
97
$95.3K 0.04%
884
-174
98
$92.7K 0.04%
216
99
$88.9K 0.04%
1,382
100
$88K 0.04%
1,870
-73
2 3
4
5 6