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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78.3K 0.03%
2,398
+362
102
$75.5K 0.03%
152
103
$74.4K 0.03%
+2,680
104
$73.6K 0.03%
1,062
+20
105
$73K 0.03%
686
+3
106
$71.6K 0.03%
2,048
+26
107
$69.2K 0.03%
+870
108
$69.1K 0.03%
190
+70
109
$66.4K 0.03%
307
+1
110
$65.9K 0.03%
+1,308
111
$65.2K 0.03%
1,020
112
$63.3K 0.03%
+93
113
$62.9K 0.03%
929
-366
114
$58.6K 0.03%
3,625
+67
115
$58.5K 0.03%
203
+124
116
$58.1K 0.02%
+916
117
$57.7K 0.02%
+1,057
118
$57.2K 0.02%
1,402
+10
119
$57K 0.02%
144
+9
120
$52K 0.02%
1,580
121
$52K 0.02%
2,844
-12,027
122
$51.6K 0.02%
217
+1
123
$51.6K 0.02%
355
124
$51.4K 0.02%
125
125
$49.6K 0.02%
801
3 4
5
6 7