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
$298M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$2.94M
2 +$1.21M
3 +$999K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$967K
5
MSFT icon
Microsoft
MSFT
+$862K

Sector Composition

1 Financials 1.01%
2 Technology 0.75%
3 Healthcare 0.73%
4 Consumer Staples 0.52%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-351
77
-4,705