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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49K 0.02%
251
+76
127
$49K 0.02%
2,000
128
$48K 0.02%
1,575
-270
129
$47K 0.02%
324
+59
130
$47K 0.02%
951
+6
131
$47K 0.02%
4,019
+15
132
$47K 0.02%
669
+3
133
$47K 0.02%
124
+1
134
$47K 0.02%
+39
135
$45K 0.02%
499
+112
136
$45K 0.02%
1,200
137
$45K 0.02%
3,820
+3,487
138
$44K 0.02%
697
139
$44K 0.02%
286
+1
140
$43K 0.02%
401
141
$41K 0.02%
428
+160
142
$40K 0.01%
190
+1
143
$40K 0.01%
563
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144
$39K 0.01%
355
145
$39K 0.01%
603
+4
146
$39K 0.01%
891
+13
147
$38K 0.01%
478
+3
148
$38K 0.01%
616
149
$36K 0.01%
423
+129
150
$33K 0.01%
+27
4 5
6
7 8