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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.05%
401
127
$49K 0.05%
285
-461
128
$48K 0.05%
878
+10
129
$48K 0.05%
135
130
$47K 0.05%
355
131
$44K 0.05%
265
132
$43K 0.05%
599
+1
133
$43K 0.05%
697
134
$43K 0.05%
119
135
$42K 0.05%
2,330
-105
136
$41K 0.04%
562
+1
137
$39K 0.04%
616
138
$39K 0.04%
175
139
$37K 0.04%
101
140
$36K 0.04%
2,176
+47
141
$36K 0.04%
475
+3
142
$35K 0.04%
450
+1
143
$34K 0.04%
1,163
-330
144
$33K 0.04%
1,433
145
$33K 0.04%
225
146
$33K 0.04%
929
147
$32K 0.03%
850
148
$30K 0.03%
245
149
$30K 0.03%
294
+59
150
$30K 0.03%
541
+2
4 5
6
7 8