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
$135M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.38M
3
+$1.26M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$737K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$335K

Top Sells

1
+$498K
2
+$285K
3
+$155K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$153K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$124K

Sector Composition

1 Financials 2.52%
2 Industrials 1.38%
3 Consumer Staples 0.98%
4 Technology 0.95%
5 Utilities 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
8
177
$19K 0.01%
366
-153
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$18K 0.01%
872
-8
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$18K 0.01%
868
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171
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340
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$17K 0.01%
622
+1
184
$16K 0.01%
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$16K 0.01%
355
186
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165
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$16K 0.01%
210
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146
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$14K 0.01%
548
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$14K 0.01%
+403
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$14K 0.01%
140
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$13K 0.01%
78
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$13K 0.01%
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$12K 0.01%
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$11K 0.01%
732
+11
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$11K 0.01%
736
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$11K 0.01%
60
199
$11K 0.01%
313
+1
200
$11K 0.01%
494
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