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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26K 0.01%
850
152
$26K 0.01%
298
+1
153
$25K 0.01%
1,348
-1
154
$25K 0.01%
1,163
155
$24K 0.01%
293
-206
156
$23K 0.01%
261
157
$22K 0.01%
175
158
$22K 0.01%
1,420
159
$22K 0.01%
268
-160
160
$21K 0.01%
832
+1
161
$20K 0.01%
244
162
$18K 0.01%
474
-4,658
163
$18K 0.01%
666
164
$18K 0.01%
223
-79
165
$18K 0.01%
1,149
+4
166
$18K 0.01%
122
167
$17K 0.01%
868
168
$16K 0.01%
626
+1
169
$15K 0.01%
165
170
$14K 0.01%
+190
171
$14K 0.01%
152
+1
172
$14K 0.01%
353
173
$14K 0.01%
548
-197
174
$13K 0.01%
8
175
$13K 0.01%
548
5 6
7
8 9