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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.9K 0.01%
225
152
$30.8K 0.01%
456
+2
153
$30.6K 0.01%
+1,100
154
$29.5K 0.01%
591
+4
155
$29.2K 0.01%
771
156
$28.9K 0.01%
850
157
$28.5K 0.01%
293
158
$27K 0.01%
268
159
$26.5K 0.01%
341
+118
160
$26.4K 0.01%
1,163
161
$25.5K 0.01%
833
+1
162
$25.4K 0.01%
175
163
$24.7K 0.01%
261
164
$23K 0.01%
+711
165
$22.6K 0.01%
1,420
166
$22.3K 0.01%
244
167
$22K 0.01%
1,272
-3,513
168
$21.8K 0.01%
672
+6
169
$21.2K 0.01%
1,152
+3
170
$19.6K 0.01%
131
+9
171
$18.9K 0.01%
79
+49
172
$18.4K 0.01%
353
173
$18K 0.01%
383
-57,989
174
$17.2K 0.01%
868
175
$17.2K 0.01%
628
+2
5 6
7
8 9