SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
1-Year Return
13.97%
This Quarter Return
-6.12%
1 Year Return
+13.97%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
-$75M
(-28%)
Cap. Flow
-$59.6M
Cap. Flow
% of AUM
-30.23%
Top 10 Holdings %
Top 10 Hldgs %
75.57%
Holding
350
New
7
Increased
97
Reduced
58
Closed
47
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.33M |
| 2 |
JPMorgan Income ETF
JPIE
|
$2.98M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.57M |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$527K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$441K |
Top Sells
Sector Composition
| 1 | Financials | 1.33% |
| 2 | Industrials | 0.68% |
| 3 | Consumer Staples | 0.58% |
| 4 | Technology | 0.55% |
| 5 | Healthcare | 0.54% |
