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
$423M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$5.49M
3
+$4.4M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$3.92M
5
META icon
Meta Platforms (Facebook)
META
+$2.53M

Top Sells

1
+$554K
2
+$223K
3
+$172K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$138K
5
USB icon
US Bancorp
USB
+$130K

Sector Composition

1 Technology 4.71%
2 Financials 4.06%
3 Healthcare 2.39%
4 Communication Services 2.31%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.11%
+611
77
$445K 0.11%
+2,679
78
$442K 0.1%
2,705
+221
79
$437K 0.1%
14,887
-193
80
$432K 0.1%
+3,166
81
$430K 0.1%
+1,211
82
$429K 0.1%
3,219
-670
83
$425K 0.1%
+2,065
84
$405K 0.1%
4,082
-438
85
$396K 0.09%
+3,205
86
$390K 0.09%
+1,180
87
$390K 0.09%
9,224
+14
88
$387K 0.09%
+1,272
89
$385K 0.09%
+5,367
90
$381K 0.09%
2,884
+1,329
91
$379K 0.09%
+2,068
92
$377K 0.09%
+6,439
93
$373K 0.09%
+1,393
94
$373K 0.09%
+1,275
95
$361K 0.09%
+769
96
$359K 0.08%
+1,126
97
$356K 0.08%
+1,102
98
$349K 0.08%
+443
99
$347K 0.08%
+893
100
$347K 0.08%
+4,933
2 3
4
5 6