SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.01M
3
+$161K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$149K
5
WFC icon
Wells Fargo
WFC
+$137K

Top Sells

1
+$2.01M
2
+$456K
3
+$401K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$372K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-22
127
– –
-910
128
– –
-39
129
– –
-6
130
– –
-23
131
– –
-30
132
– –
-332
133
– –
-25
134
– –
-25
135
– –
-3
136
– –
-55
137
– –
-36
138
– –
-18
139
– –
-60
140
– –
-25
141
– –
-131
142
– –
-357
143
– –
-500
144
– –
-13
145
– –
-12
146
– –
-789
147
– –
-801
148
– –
-42
149
– –
-79
150
– –
-707
4 5
6
7 8