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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17.1K 0.01%
548
177
$17K 0.01%
+1,614
178
$16.6K 0.01%
429
+26
179
$16.2K 0.01%
550
+2
180
$16.1K 0.01%
8
181
$15.9K 0.01%
154
+2
182
$15.5K 0.01%
165
183
$15.4K 0.01%
384
-90
184
$14.3K 0.01%
383
+4
185
$14.3K 0.01%
+506
186
$14.1K 0.01%
205
187
$13.2K 0.01%
78
188
$12.1K 0.01%
149
+1
189
$11.3K 0.01%
355
190
$11.3K 0.01%
140
191
$11.2K 0.01%
250
192
$11.2K 0.01%
213
193
$10.6K ﹤0.01%
+61
194
$10.5K ﹤0.01%
902
+10
195
$9.86K ﹤0.01%
171
196
$9.73K ﹤0.01%
451
+4
197
$9.71K ﹤0.01%
83
198
$9.64K ﹤0.01%
53
+27
199
$9.56K ﹤0.01%
110
200
$8.62K ﹤0.01%
163
6 7
8
9 10