SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$38K 0.04%
+174
127
$38K 0.04%
+327
128
$37K 0.04%
+557
129
$36K 0.03%
+1,433
130
$36K 0.03%
+616
131
$35K 0.03%
+1,593
132
$35K 0.03%
+882
133
$33K 0.03%
+1,658
134
$33K 0.03%
+242
135
$32K 0.03%
+514
136
$31K 0.03%
+151
137
$31K 0.03%
+135
138
$31K 0.03%
+1,185
139
$30K 0.03%
+444
140
$30K 0.03%
+4,300
141
$30K 0.03%
+292
142
$29K 0.03%
+1,160
143
$28K 0.03%
+102
144
$27K 0.03%
+2,199
145
$24K 0.02%
+1,993
146
$24K 0.02%
+1,050
147
$22K 0.02%
+175
148
$22K 0.02%
+242
149
$21K 0.02%
+178
150
$20K 0.02%
+225
4 5
6
7 8