SSC

Syverson Strege & Co Portfolio holdings

AUM $416M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$353K
3
+$315K
4
BKNG icon
Booking.com
BKNG
+$290K
5
GLW icon
Corning
GLW
+$222K

Top Sells

1
+$8.91M
2
+$4.72M
3
+$3.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.7M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.53M

Sector Composition

1 Technology 5.46%
2 Financials 3.89%
3 Communication Services 2.28%
4 Healthcare 2.18%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.11%
1,336
+125
77
$453K 0.11%
2,129
-441
78
$443K 0.11%
573
-38
79
$437K 0.1%
13,018
-1,612
80
$431K 0.1%
5,722
-799
81
$410K 0.1%
4,094
+12
82
$397K 0.1%
8,783
-441
83
$396K 0.09%
5,853
-164
84
$396K 0.09%
5,988
-451
85
$392K 0.09%
+7,386
86
$385K 0.09%
6,318
-726
87
$383K 0.09%
1,873
-195
88
$380K 0.09%
2,707
-177
89
$380K 0.09%
796
-43
90
$377K 0.09%
1,242
-33
91
$363K 0.09%
2,240
-558
92
$362K 0.09%
1,296
-97
93
$352K 0.08%
5,223
-144
94
$349K 0.08%
324
-41
95
$343K 0.08%
13,467
-135
96
$343K 0.08%
5,889
+24
97
$340K 0.08%
2,033
-201
98
$340K 0.08%
4,052
-304
99
$339K 0.08%
1,021
-105
100
$335K 0.08%
17,414
-3,451
2 3
4
5 6