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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34.1K 0.01%
+1,578
152
$34K 0.01%
+370
153
$33.3K 0.01%
248
+1
154
$32.3K 0.01%
424
+71
155
$32.2K 0.01%
816
+45
156
$32K 0.01%
458
+2
157
$31.4K 0.01%
300
+1
158
$31.3K 0.01%
2,147
+1,803
159
$30.9K 0.01%
+218
160
$30.3K 0.01%
+437
161
$30.2K 0.01%
931
+81
162
$29.7K 0.01%
594
+3
163
$29.2K 0.01%
919
+9
164
$28.6K 0.01%
235
+10
165
$28.5K 0.01%
1,570
+1,565
166
$28K 0.01%
1,150
-14,048
167
$27.9K 0.01%
+292
168
$27.5K 0.01%
281
+13
169
$26.7K 0.01%
1,163
170
$26.6K 0.01%
175
171
$25.5K 0.01%
+748
172
$25K 0.01%
1,363
-546
173
$24.7K 0.01%
+476
174
$24.4K 0.01%
1,420
175
$24K 0.01%
711
5 6
7
8 9