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
$135M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.38M
3 +$1.26M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$737K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$335K

Sector Composition

1 Financials 2.52%
2 Industrials 1.38%
3 Consumer Staples 0.98%
4 Technology 0.95%
5 Utilities 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$86K 0.06%
152
102
$85K 0.06%
+7,915
103
$85K 0.06%
1,020
104
$84K 0.06%
2,106
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105
$84K 0.06%
688
106
$81K 0.06%
4,998
107
$78K 0.06%
1,374
+219
108
$75K 0.06%
2,420
109
$74K 0.05%
215
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110
$71K 0.05%
1,845
-315
111
$70K 0.05%
789
112
$67K 0.05%
1,317
+2
113
$67K 0.05%
+1,047
114
$67K 0.05%
520
115
$67K 0.05%
1,340
116
$67K 0.05%
1,541
117
$65K 0.05%
1,042
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118
$63K 0.05%
1,342
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119
$63K 0.05%
1,286
120
$63K 0.05%
1,951
121
$62K 0.05%
1,200
-98
122
$62K 0.05%
2,826
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123
$62K 0.05%
2,000
124
$60K 0.04%
305
125
$60K 0.04%
1,081
+5