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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.6K 0.02%
355
127
$48K 0.02%
135
128
$47.8K 0.02%
125
-1,233
129
$47.7K 0.02%
+801
130
$46.2K 0.02%
610
+4
131
$46.1K 0.02%
4,056
+21
132
$44.4K 0.02%
697
133
$43.7K 0.02%
3,853
+18
134
$41.7K 0.02%
120
135
$41K 0.02%
616
136
$40.9K 0.02%
289
+1
137
$40.7K 0.02%
859
-737
138
$40.4K 0.02%
403
+2
139
$40.2K 0.02%
265
140
$39.7K 0.02%
566
+2
141
$39.5K 0.02%
191
+1
142
$38.1K 0.02%
483
+3
143
$36.8K 0.02%
426
+1
144
$36.6K 0.02%
176
145
$33.5K 0.02%
247
+1
146
$33.1K 0.02%
299
+1
147
$32K 0.01%
1,100
-11,846
148
$31.9K 0.01%
1,317
+43
149
$31.1K 0.01%
419
-388
150
$31.1K 0.01%
910
+9
4 5
6
7 8