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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.1M
3
+$8.49M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.1M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.98%
2 Industrials 1.53%
3 Consumer Staples 1.17%
4 Utilities 1.14%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
+85
202
$5K ﹤0.01%
+567
203
$5K ﹤0.01%
+160
204
$5K ﹤0.01%
+35
205
$4K ﹤0.01%
+63
206
$4K ﹤0.01%
+134
207
$4K ﹤0.01%
+147
208
$4K ﹤0.01%
+304
209
$3K ﹤0.01%
+84
210
$3K ﹤0.01%
+121
211
$3K ﹤0.01%
+729
212
$3K ﹤0.01%
+20
213
$3K ﹤0.01%
+300
214
$3K ﹤0.01%
+78
215
$3K ﹤0.01%
+79
216
$3K ﹤0.01%
+100
217
$3K ﹤0.01%
+70
218
$3K ﹤0.01%
+163
219
$2K ﹤0.01%
+134
220
$2K ﹤0.01%
+74
221
$2K ﹤0.01%
+82
222
$2K ﹤0.01%
+100
223
$2K ﹤0.01%
+35
224
$2K ﹤0.01%
+150
225
$2K ﹤0.01%
+79
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9
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