SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.07%
+2,420
102
$78K 0.07%
3,334
-58,079
103
$76K 0.07%
330
104
$74K 0.07%
1,020
105
$73K 0.07%
1,200
106
$73K 0.07%
1,154
+1
107
$72K 0.06%
+7,101
108
$71K 0.06%
10,834
+7,359
109
$71K 0.06%
1,286
110
$70K 0.06%
1,042
-214
111
$67K 0.06%
1,314
+1
112
$67K 0.06%
1,200
+876
113
$67K 0.06%
401
-358
114
$67K 0.06%
+520
115
$62K 0.06%
612
+114
116
$62K 0.06%
283
+1
117
$62K 0.06%
1,541
118
$61K 0.05%
1,548
+209
119
$60K 0.05%
152
120
$59K 0.05%
305
-49
121
$59K 0.05%
4,025
+12
122
$57K 0.05%
1,951
+791
123
$56K 0.05%
2,000
124
$55K 0.05%
1,421
-17,001
125
$55K 0.05%
849
+8
3 4
5
6 7