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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
600
+526
177
$24K 0.01%
1,145
-1,185
178
$23K 0.01%
297
+1
179
$22K 0.01%
+60
180
$22K 0.01%
745
-184
181
$22K 0.01%
1,626
+928
182
$22K 0.01%
244
183
$21K 0.01%
666
+15
184
$21K 0.01%
286
+140
185
$19K 0.01%
+500
186
$18K 0.01%
625
+1
187
$17K 0.01%
77
+38
188
$17K 0.01%
868
189
$17K 0.01%
122
190
$17K 0.01%
157
+46
191
$17K 0.01%
165
192
$17K 0.01%
66
+32
193
$17K 0.01%
103
+75
194
$16K 0.01%
151
+2
195
$16K 0.01%
+35
196
$16K 0.01%
254
+123
197
$15K 0.01%
+75
198
$15K 0.01%
479
+235
199
$15K 0.01%
205
200
$14K 0.01%
254
+108
6 7
8
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