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
$423M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$5.49M
3
+$4.4M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$3.92M
5
META icon
Meta Platforms (Facebook)
META
+$2.53M

Top Sells

1
+$554K
2
+$223K
3
+$172K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$138K
5
USB icon
US Bancorp
USB
+$130K

Sector Composition

1 Technology 4.71%
2 Financials 4.06%
3 Healthcare 2.39%
4 Communication Services 2.31%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.07%
+2,624
127
$275K 0.07%
+2,234
128
$273K 0.06%
17,665
129
$273K 0.06%
+1,316
130
$271K 0.06%
+48,761
131
$267K 0.06%
+505
132
$266K 0.06%
+1,889
133
$265K 0.06%
+4,367
134
$256K 0.06%
+5,533
135
$256K 0.06%
+853
136
$254K 0.06%
+910
137
$251K 0.06%
9,820
138
$250K 0.06%
+1,367
139
$245K 0.06%
+2,483
140
$245K 0.06%
12,891
+386
141
$242K 0.06%
2,519
+295
142
$242K 0.06%
+12,994
143
$241K 0.06%
+573
144
$235K 0.06%
+337
145
$233K 0.06%
+6,891
146
$230K 0.05%
+1,620
147
$230K 0.05%
+2,559
148
$228K 0.05%
+596
149
$225K 0.05%
+293
150
$224K 0.05%
+10,252
3 4 5
6
7