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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.01%
+411
152
$33K 0.01%
246
+1
153
$33K 0.01%
135
154
$32K 0.01%
2,230
+54
155
$31K 0.01%
225
156
$31K 0.01%
771
-515
157
$31K 0.01%
240
+133
158
$30K 0.01%
+565
159
$30K 0.01%
850
160
$29K 0.01%
+1,349
161
$29K 0.01%
451
+1
162
$29K 0.01%
1,433
163
$28K 0.01%
582
-505
164
$28K 0.01%
1,163
165
$28K 0.01%
+142
166
$27K 0.01%
831
+1
167
$27K 0.01%
1,274
+20
168
$27K 0.01%
302
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169
$27K 0.01%
+200
170
$26K 0.01%
+764
171
$25K 0.01%
261
-528
172
$25K 0.01%
591
+241
173
$25K 0.01%
1,420
-3,101
174
$24K 0.01%
+500
175
$24K 0.01%
175
5 6
7
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