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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$76K 0.04%
1,596
-831
102
$76K 0.04%
1,720
+193
103
$75K 0.04%
1,486
-211
104
$74K 0.04%
1,042
-133
105
$72K 0.04%
152
106
$72K 0.04%
216
107
$67K 0.03%
1,056
108
$65K 0.03%
1,988
+82
109
$65K 0.03%
1,293
-27
110
$63K 0.03%
1,340
111
$62K 0.03%
306
112
$61K 0.03%
1,385
+8
113
$59K 0.03%
807
-58,024
114
$59K 0.03%
1,020
115
$58K 0.03%
679
-226
116
$54K 0.03%
3,490
+63
117
$54K 0.03%
2,253
-613
118
$52K 0.03%
2,036
+836
119
$49K 0.02%
604
120
$48K 0.02%
215
121
$46K 0.02%
1,580
+5
122
$45K 0.02%
957
+6
123
$43K 0.02%
4,035
+16
124
$43K 0.02%
670
+1
125
$42K 0.02%
2,000
3 4
5
6 7