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
$300M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$776K
3 +$577K
4
MSFT icon
Microsoft
MSFT
+$512K
5
META icon
Meta Platforms (Facebook)
META
+$504K

Sector Composition

1 Technology 1.53%
2 Financials 1.22%
3 Healthcare 0.94%
4 Consumer Staples 0.63%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.07%
+2,948
77
$202K 0.07%
1,394
+65
78
$173K 0.06%
21,116
+21