SSC

Syverson Strege & Co Portfolio holdings

AUM $416M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$353K
3
+$315K
4
BKNG icon
Booking.com
BKNG
+$290K
5
GLW icon
Corning
GLW
+$222K

Top Sells

1
+$8.91M
2
+$4.72M
3
+$3.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.7M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.53M

Sector Composition

1 Technology 5.46%
2 Financials 3.89%
3 Communication Services 2.28%
4 Healthcare 2.18%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.08%
1,810
-255
102
$330K 0.08%
1,537
-137
103
$329K 0.08%
693
-76
104
$325K 0.08%
988
-114
105
$323K 0.08%
9,082
-6,395
106
$322K 0.08%
2,953
-145
107
$321K 0.08%
6,749
-604
108
$320K 0.08%
1,197
-75
109
$313K 0.08%
1,872
-142
110
$311K 0.07%
4,835
-8
111
$311K 0.07%
2,135
-31
112
$311K 0.07%
29,633
-7,498
113
$308K 0.07%
1,850
-37
114
$303K 0.07%
4,233
-700
115
$297K 0.07%
24,800
-805
116
$296K 0.07%
2,669
-284
117
$296K 0.07%
433
-10
118
$288K 0.07%
2,326
-157
119
$283K 0.07%
981
-199
120
$281K 0.07%
+1,300
121
$281K 0.07%
17,665
122
$279K 0.07%
41,686
-7,075
123
$279K 0.07%
+3,403
124
$277K 0.07%
3,904
-463
125
$274K 0.07%
4,137
-475
3 4
5
6 7