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
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.02%
171
177
$15K 0.01%
619
+1
178
$15K 0.01%
205
179
$15K 0.01%
165
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$14K 0.01%
548
181
$14K 0.01%
145
+1
182
$14K 0.01%
355
183
$14K 0.01%
210
+1
184
$13K 0.01%
867
185
$13K 0.01%
78
186
$13K 0.01%
145
187
$12K 0.01%
140
188
$12K 0.01%
+200
189
$12K 0.01%
+200
190
$12K 0.01%
+352
191
$11K 0.01%
+222
192
$11K 0.01%
+40
193
$11K 0.01%
200
-56
194
$11K 0.01%
714
+9
195
$11K 0.01%
719
+8
196
$11K 0.01%
494
197
$10K 0.01%
45
198
$10K 0.01%
312
199
$10K 0.01%
484
200
$9K 0.01%
36
6 7
8
9 10