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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K 0.01%
+355
177
$12K 0.01%
+256
178
$11K 0.01%
+145
179
$11K 0.01%
+494
180
$11K 0.01%
+484
181
$10K 0.01%
+614
182
$10K 0.01%
+548
183
$9K 0.01%
+90
184
$9K 0.01%
+258
185
$8K 0.01%
+50
186
$8K 0.01%
+36
187
$8K 0.01%
+166
188
$8K 0.01%
+867
189
$7K 0.01%
+730
190
$7K 0.01%
+165
191
$7K 0.01%
+111
192
$7K 0.01%
+422
193
$7K 0.01%
+312
194
$6K 0.01%
+187
195
$6K 0.01%
+24
196
$6K 0.01%
+28
197
$6K 0.01%
+649
198
$6K 0.01%
+40
199
$6K 0.01%
+969
200
$5K ﹤0.01%
+113
6 7
8
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