SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36K 0.03%
103
152
$36K 0.03%
1,433
153
$35K 0.03%
446
+1
154
$35K 0.03%
294
+1
155
$34K 0.03%
514
156
$33K 0.03%
244
+1
157
$33K 0.03%
151
158
$28K 0.02%
225
159
$28K 0.02%
1,350
160
$28K 0.02%
960
161
$26K 0.02%
244
162
$26K 0.02%
175
163
$25K 0.02%
728
164
$24K 0.02%
355
+1
165
$24K 0.02%
1,515
+28
166
$24K 0.02%
232
-11
167
$23K 0.02%
268
168
$22K 0.02%
500
-500
169
$20K 0.02%
+868
170
$20K 0.02%
1,299
+21
171
$19K 0.02%
+340
172
$19K 0.02%
308
+2
173
$19K 0.02%
359
+3
174
$18K 0.02%
8
175
$18K 0.02%
+200
5 6
7
8 9