SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$5.49M
3
+$4.4M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$3.92M
5
META icon
Meta Platforms (Facebook)
META
+$2.53M

Top Sells

1
+$554K
2
+$223K
3
+$172K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$138K
5
USB icon
US Bancorp
USB
+$130K

Sector Composition

1 Technology 4.71%
2 Financials 4.06%
3 Healthcare 2.39%
4 Communication Services 2.31%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.08%
+7,044
102
$345K 0.08%
+4,356
103
$340K 0.08%
+3,969
104
$339K 0.08%
7,353
+81
105
$337K 0.08%
+1,674
106
$330K 0.08%
+13,602
107
$328K 0.08%
+14,630
108
$327K 0.08%
+2,953
109
$327K 0.08%
+365
110
$326K 0.08%
+4,612
111
$326K 0.08%
+839
112
$323K 0.08%
+2,602
113
$321K 0.08%
+20,865
114
$316K 0.07%
5,865
+24
115
$309K 0.07%
1,747
-20
116
$308K 0.07%
+37,131
117
$301K 0.07%
+1,887
118
$298K 0.07%
4,843
+119
119
$296K 0.07%
+1,021
120
$294K 0.07%
+2,014
121
$284K 0.07%
+7,968
122
$283K 0.07%
+635
123
$282K 0.07%
+3,098
124
$282K 0.07%
+18,660
125
$278K 0.07%
+25,605
3 4
5
6 7