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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$49.4K 0.02%
402
+109
127
$45.7K 0.02%
+2,618
128
$45.5K 0.02%
652
+42
129
$45.2K 0.02%
4,063
+7
130
$45.1K 0.02%
490
+64
131
$45.1K 0.02%
3,860
+7
132
$43.3K 0.02%
697
133
$42.9K 0.02%
616
134
$42.1K 0.02%
861
+2
135
$41.7K 0.02%
215
+154
136
$40.3K 0.02%
265
137
$39.8K 0.02%
177
+1
138
$39.5K 0.02%
+387
139
$39.2K 0.02%
664
+614
140
$38.5K 0.02%
191
141
$38.4K 0.02%
291
+2
142
$38.2K 0.02%
567
+1
143
$38.2K 0.02%
474
+133
144
$37.7K 0.02%
1,254
+154
145
$36.6K 0.02%
487
+4
146
$36.5K 0.02%
2,000
147
$36.2K 0.02%
+113
148
$35.8K 0.02%
1,862
+710
149
$35.4K 0.02%
403
150
$34.6K 0.01%
913
+741
4 5
6
7 8