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

Top Buys

1
+$2.06M
2
+$797K
3
+$543K
4
MSFT icon
Microsoft
MSFT
+$518K
5
META icon
Meta Platforms (Facebook)
META
+$505K

Top Sells

1
+$235K
2
+$211K
3
+$196K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$147K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$51.9K

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
1 2 3
4