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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$54K 0.05%
3,465
127
$54K 0.05%
1,064
+5
128
$54K 0.05%
2,399
129
$53K 0.05%
215
130
$52K 0.05%
604
131
$52K 0.05%
122
132
$51K 0.05%
661
-104
133
$50K 0.04%
1,125
134
$49K 0.04%
1,539
-2
135
$47K 0.04%
355
-103
136
$47K 0.04%
928
-62
137
$43K 0.04%
119
138
$43K 0.04%
135
139
$42K 0.04%
293
140
$42K 0.04%
265
141
$41K 0.04%
+1,493
142
$41K 0.04%
1,867
-13
143
$41K 0.04%
174
144
$39K 0.03%
+1,526
145
$39K 0.03%
1,466
+33
146
$38K 0.03%
2,046
+40
147
$38K 0.03%
467
+3
148
$38K 0.03%
697
149
$38K 0.03%
616
150
$37K 0.03%
559
+1
4 5
6
7 8