SSC

Syverson Strege & Co Portfolio holdings

AUM $416M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$401K
2
+$353K
3
+$315K
4
BKNG icon
Booking.com
BKNG
+$290K
5
GLW icon
Corning
GLW
+$222K

Top Sells

1
+$8.91M
2
+$4.72M
3
+$3.14M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.7M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.53M

Sector Composition

1 Technology 5.46%
2 Financials 3.89%
3 Communication Services 2.28%
4 Healthcare 2.18%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.07%
+1,158
127
$272K 0.07%
13,176
+182
128
$268K 0.06%
1,379
+12
129
$268K 0.06%
858
+5
130
$266K 0.06%
3,384
-585
131
$263K 0.06%
13,286
+395
132
$262K 0.06%
2,510
-9
133
$259K 0.06%
+360
134
$258K 0.06%
565
-8
135
$254K 0.06%
9,820
136
$250K 0.06%
1,572
-317
137
$247K 0.06%
1,526
-94
138
$241K 0.06%
5,878
-1,013
139
$239K 0.06%
1,406
-195
140
$238K 0.06%
2,083
-519
141
$237K 0.06%
840
-181
142
$235K 0.06%
1,547
+158
143
$233K 0.06%
7,148
-151
144
$232K 0.06%
8,888
-1,364
145
$230K 0.06%
304
-33
146
$230K 0.06%
539
-57
147
$229K 0.05%
5,477
-41
148
$227K 0.05%
9,231
-584
149
$225K 0.05%
+7,396
150
$222K 0.05%
392
-4
4 5
6
7 8