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
$96.2M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$1.97M
3 +$1.54M
4
WK icon
Workiva
WK
+$1.21M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$307K

Sector Composition

1 Industrials 1.93%
2 Utilities 1.28%
3 Consumer Staples 1.23%
4 Financials 1.16%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$15K 0.02%
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70
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312