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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$95K 0.03%
1,224
102
$94K 0.03%
1,697
+245
103
$92K 0.03%
1,310
+5
104
$90K 0.03%
1,175
+65
105
$89K 0.03%
1,382
106
$87K 0.03%
820
107
$82K 0.03%
905
+233
108
$79K 0.03%
1,527
+150
109
$73K 0.03%
152
110
$72K 0.03%
1,377
-193
111
$70K 0.03%
2,866
+39
112
$68K 0.03%
243
+142
113
$67K 0.02%
1,056
-117
114
$66K 0.02%
1,906
-84
115
$66K 0.02%
1,320
+2
116
$65K 0.02%
216
117
$65K 0.02%
1,340
118
$62K 0.02%
1,020
119
$59K 0.02%
+39
120
$57K 0.02%
306
+1
121
$57K 0.02%
180
+61
122
$55K 0.02%
3,427
+57
123
$53K 0.02%
1,087
+531
124
$51K 0.02%
215
125
$50K 0.02%
604
3 4
5
6 7