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
$125M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$2M
3
+$1.97M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$800K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$751K

Top Sells

1
+$344K
2
+$206K
3
+$172K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$165K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$84.5K

Sector Composition

1 Financials 3.02%
2 Industrials 1.48%
3 Technology 1.24%
4 Consumer Discretionary 1.11%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.02%
438
+98
177
$24K 0.02%
+644
178
$24K 0.02%
1,543
+28
179
$24K 0.02%
+510
180
$24K 0.02%
234
+2
181
$24K 0.02%
519
+160
182
$23K 0.02%
353
-2
183
$23K 0.02%
+62
184
$23K 0.02%
+112
185
$23K 0.02%
+170
186
$22K 0.02%
+29
187
$22K 0.02%
+41
188
$22K 0.02%
+56
189
$21K 0.02%
728
190
$21K 0.02%
+243
191
$21K 0.02%
+67
192
$21K 0.02%
+115
193
$19K 0.02%
8
194
$19K 0.02%
868
195
$19K 0.02%
1,321
+22
196
$18K 0.01%
171
197
$18K 0.01%
+31
198
$18K 0.01%
+513
199
$17K 0.01%
306
+243
200
$16K 0.01%
+41
6 7
8
9 10