SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
1-Year Est. Return
20.08%
This Fund
S&P 500
1 Year Est. Return
+20.08%
AUM
$417M
AUM Growth
-$5.98M
(-1.4%)
Holding
177
Top Buys
| 1 | +$401K | |
| 2 | +$353K | |
| 3 | +$315K | |
| 4 |
Booking.com
BKNG
|
+$290K |
| 5 |
Corning
GLW
|
+$222K |
Top Sells
| 1 | +$8.91M | |
| 2 | +$4.72M | |
| 3 | +$3.14M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.7M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$1.53M |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Financials | 3.89% |
| 3 | Communication Services | 2.28% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Staples | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Bristol-Myers Squibb
BMY
$126B
| – | – |
-5,533
|
|
||
177
Eaton
ETN
$142B
| – | – |
-580
|
|