SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$2.37M
3
+$1.42M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$998K
5
MSFT icon
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
IJR icon
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
$210K 0.07%
2,928
-20
77
$202K 0.06%
1,293
+199
78
$200K 0.06%
+1,196
79
$172K 0.06%
21,138
+22
80
– –
-1,179
81
– –
-25,904
82
– –
-1,878
83
– –
-27,732
1 2 3
4