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 | +$392K | |
| 2 | +$390K | |
| 3 | +$315K | |
| 4 |
Booking.com
BKNG
|
+$281K |
| 5 |
Corning
GLW
|
+$279K |
Top Sells
| 1 | +$9.21M | |
| 2 | +$4.85M | |
| 3 | +$3.26M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.77M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$1.58M |
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
Vanguard Growth ETF
VUG
$199B
| – | – |
-1,778
|
|
||
|
WBA
177
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-12,119
|
|