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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.02%
3,835
+15
127
$40K 0.02%
355
128
$39K 0.02%
527
-27,293
129
$39K 0.02%
697
130
$39K 0.02%
288
+2
131
$38K 0.02%
606
+3
132
$37K 0.02%
401
133
$37K 0.02%
190
134
$36K 0.02%
265
-59
135
$36K 0.02%
135
136
$36K 0.02%
564
+1
137
$34K 0.02%
480
+2
138
$34K 0.02%
120
-60
139
$34K 0.02%
616
140
$33K 0.02%
425
+2
141
$31K 0.02%
176
-75
142
$30K 0.02%
2,097
-133
143
$28K 0.01%
225
144
$28K 0.01%
454
+3
145
$28K 0.01%
246
146
$28K 0.01%
1,433
147
$27K 0.01%
771
148
$27K 0.01%
1,274
149
$26K 0.01%
587
+5
150
$26K 0.01%
901
+10
4 5
6
7 8