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
$293M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.42M
3
+$2.22M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.32M

Top Sells

1
+$2.13M
2
+$353K
3
+$240K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$214K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$171K

Sector Composition

1 Technology 1.44%
2 Financials 1.1%
3 Healthcare 1.07%
4 Consumer Staples 0.62%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$178K 0.06%
21,075
+21
77
– –
-7,066
78
– –
-2,043
79
– –
-4,133
1 2 3
4