SSC
Syverson Strege & Co Portfolio holdings
AUM
$416M
1-Year Est. Return
21.16%
This Fund
S&P 500
1 Year Est. Return
+21.16%
AUM
$423M
AUM Growth
+$5.2M
(+1.2%)
Holding
178
Top Buys
| 1 | +$463K | |
| 2 | +$333K | |
| 3 | +$272K | |
| 4 |
Novartis
NVS
|
+$248K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$238K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$878K | |
| 3 | +$681K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$421K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$354K |
Sector Composition
| 1 | Technology | 5.53% |
| 2 | Financials | 3.97% |
| 3 | Healthcare | 2.59% |
| 4 | Communication Services | 2.13% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Casey's General Stores
CASY
$32.8B
| – | – |
-392
|
|
||
|
AOD
177
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
| – | – |
-10,260
|
|
||
178
Aflac
AFL
$58.8B
| – | – |
-1,903
|
|