SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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 Buys

1
+$221K
2
+$199K
3
+$138K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$127K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$69.1K

Top Sells

1
+$2.83M
2
+$1.16M
3
+$962K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$922K
5
MSFT icon
Microsoft
MSFT
+$857K

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
– –
-3,510
77
– –
-4,705
1 2 3
4