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
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.01M
3 +$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$148K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-32
102
-816
103
-3,604
104
-1,641
105
-929
106
-44
107
-373
108
-735
109
-1,187
110
-8
111
-130
112
-37
113
-20
114
-59
115
-86
116
-1,578
117
-20
118
-868
119
-2
120
-36
121
-21
122
-3,445
123
-1,035
124
-2,916
125
-150