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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
403
177
$13K 0.01%
205
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$12K 0.01%
78
179
$12K 0.01%
379
+5
180
$11K 0.01%
213
+1
181
$10K 0.01%
892
+9
182
$10K 0.01%
148
+1
183
$10K 0.01%
171
184
$10K 0.01%
140
185
$10K 0.01%
110
+50
186
$9K ﹤0.01%
355
187
$9K ﹤0.01%
447
+4
188
$9K ﹤0.01%
250
189
$8K ﹤0.01%
83
+1
190
$8K ﹤0.01%
758
+10
191
$8K ﹤0.01%
301
+1
192
$8K ﹤0.01%
715
+9
193
$7K ﹤0.01%
50
194
$7K ﹤0.01%
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195
$7K ﹤0.01%
163
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196
$7K ﹤0.01%
30
+9
197
$7K ﹤0.01%
116
+1
198
$7K ﹤0.01%
352
199
$7K ﹤0.01%
60
-180
200
$6K ﹤0.01%
187
6 7
8
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