SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$623K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.01M
3
+$161K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$149K
5
WFC icon
Wells Fargo
WFC
+$137K

Top Sells

1
+$2.01M
2
+$456K
3
+$401K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$372K
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$326K

Sector Composition

1 Financials 1.16%
2 Industrials 0.56%
3 Technology 0.51%
4 Consumer Staples 0.41%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-310
177
– –
-1,402
178
– –
-1,875
179
– –
-2
180
– –
-145
181
– –
-61
182
– –
-191
183
– –
-79
184
– –
-30
185
– –
-1,224
186
– –
-6
187
– –
-200
188
– –
-352
189
– –
-50
190
– –
-2,385
191
– –
-195
192
– –
-1,580
193
– –
-37
194
– –
-10
195
– –
-280
196
– –
-138
197
– –
-1,363
198
– –
-60
199
– –
-43
200
– –
-113
6 7
8
9 10