SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
1-Year Est. Return
13.97%
1 Year Est. Return
+13.97%
AUM
$311M
AUM Growth
+$11.4M
(+3.8%)
Holding
83
Top Buys
| 1 | +$8.89M | |
| 2 | +$2.37M | |
| 3 | +$1.42M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$998K |
| 5 |
Microsoft
MSFT
|
+$676K |
Top Sells
| 1 | +$1.71M | |
| 2 | +$1.39M | |
| 3 | +$273K | |
| 4 |
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
|
+$241K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$216K |
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Financials | 1.22% |
| 3 | Healthcare | 1.05% |
| 4 | Consumer Staples | 0.62% |
| 5 | Consumer Discretionary | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Wells Fargo
WFC
$271B
| $210K | 0.07% |
2,928
-20
|
|
||
77
Alphabet (Google) Class C
GOOG
$3.47T
| $202K | 0.06% |
1,293
+199
|
|
||
78
Chevron
CVX
$307B
| $200K | 0.06% |
+1,196
|
|
||
79
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.86B
| $172K | 0.06% |
21,138
+22
|
|
||
80
Broadcom
AVGO
$1.68T
| – | – |
-1,179
|
|
||
|
ETJ
81
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$600M
| – | – |
-25,904
|
|
||
|
82
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| – | – |
-1,878
|
|
||
83
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
| – | – |
-27,732
|
|