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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87.7K 0.04%
1,541
102
$87K 0.04%
1,726
+6
103
$82.4K 0.04%
1,295
-6,860
104
$82.3K 0.04%
+1,645
105
$81.5K 0.04%
+793
106
$75.8K 0.03%
683
+4
107
$75K 0.03%
1,042
108
$73.2K 0.03%
1,340
109
$71.3K 0.03%
1,392
+7
110
$70.8K 0.03%
843
+23
111
$69.4K 0.03%
152
112
$68.7K 0.03%
306
113
$68K 0.03%
2,022
+34
114
$67.4K 0.03%
+2,705
115
$63.1K 0.03%
+1,886
116
$62.9K 0.03%
604
117
$59.7K 0.03%
1,020
118
$54.2K 0.02%
3,558
+68
119
$53.8K 0.02%
2,036
120
$53.5K 0.02%
216
+1
121
$53.4K 0.02%
1,909
-344
122
$52.6K 0.02%
671
+1
123
$51.1K 0.02%
2,000
124
$50.5K 0.02%
963
+6
125
$50.1K 0.02%
1,580
3 4
5
6 7