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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
+3,475
152
$20K 0.02%
+244
153
$20K 0.02%
+1,467
154
$19K 0.02%
+354
155
$19K 0.02%
+247
156
$19K 0.02%
+268
157
$19K 0.02%
+1,000
158
$18K 0.02%
+8
159
$18K 0.02%
+727
160
$18K 0.02%
+767
161
$17K 0.02%
+835
162
$17K 0.02%
+98
163
$16K 0.02%
+324
164
$16K 0.02%
+171
165
$15K 0.01%
+165
166
$15K 0.01%
+304
167
$15K 0.01%
+1,255
168
$14K 0.01%
+56
169
$14K 0.01%
+616
170
$14K 0.01%
+209
171
$14K 0.01%
+252
172
$14K 0.01%
+74
173
$13K 0.01%
+142
174
$13K 0.01%
+205
175
$13K 0.01%
+209
5 6
7
8 9