SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
1-Year Return
13.97%
This Quarter Return
-3.62%
1 Year Return
+13.97%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$92M
AUM Growth
-$43M
(-32%)
Cap. Flow
-$39.3M
Cap. Flow
% of AUM
-42.7%
Top 10 Holdings %
Top 10 Hldgs %
57.91%
Holding
342
New
29
Increased
103
Reduced
25
Closed
30
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$20.2M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$8.16M |
| 3 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$4.66M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$3.95M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$2.66M |
Sector Composition
| 1 | Financials | 3.76% |
| 2 | Industrials | 2.03% |
| 3 | Technology | 1.44% |
| 4 | Consumer Staples | 1.42% |
| 5 | Utilities | 1.35% |
