SSC

Syverson Strege & Co Portfolio holdings

AUM $417M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$795K
3
+$570K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$388K

Top Sells

1
+$386K
2
+$342K
3
+$316K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$283K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$263K

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.9K 0.01%
799
-34
177
$23.7K 0.01%
2,385
-10,106
178
$23.7K 0.01%
672
179
$23.7K 0.01%
261
180
$23.1K 0.01%
+836
181
$22.8K 0.01%
244
182
$21.8K 0.01%
132
+1
183
$21.7K 0.01%
175
-2,058
184
$21.2K 0.01%
8
185
$21K 0.01%
+412
186
$20.6K 0.01%
433
+50
187
$20.5K 0.01%
+307
188
$20.4K 0.01%
206
-1,114
189
$20K 0.01%
+292
190
$19.9K 0.01%
+1,208
191
$17.9K 0.01%
+2,545
192
$17.6K 0.01%
630
+2
193
$17.5K 0.01%
130
+47
194
$17.5K 0.01%
+498
195
$17.4K 0.01%
582
+76
196
$17.3K 0.01%
+811
197
$17.3K 0.01%
500
+117
198
$17.2K 0.01%
+95
199
$17.2K 0.01%
868
200
$17.1K 0.01%
+551
6 7
8
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