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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79K 0.09%
789
102
$78K 0.08%
1,020
103
$77K 0.08%
1,342
104
$75K 0.08%
1,990
-116
105
$67K 0.07%
1,318
+1
106
$67K 0.07%
1,845
107
$65K 0.07%
520
108
$64K 0.07%
3,370
+1,592
109
$61K 0.07%
305
110
$59K 0.06%
1,200
111
$59K 0.06%
2,827
+1
112
$58K 0.06%
1,087
+6
113
$58K 0.06%
1,286
114
$57K 0.06%
945
-102
115
$56K 0.06%
123
116
$56K 0.06%
1,340
117
$55K 0.06%
672
+4
118
$55K 0.06%
215
119
$54K 0.06%
2,000
120
$53K 0.06%
4,004
-2,473
121
$52K 0.06%
666
+1
122
$52K 0.06%
604
123
$52K 0.06%
189
124
$51K 0.06%
387
+94
125
$50K 0.05%
401
3 4
5
6 7