SSC

Syverson Strege & Co Portfolio holdings

AUM $423M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.67M
3
+$3.09M
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$3.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.99M

Top Sells

1
+$10.1M
2
+$3.69M
3
+$2.71M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$2.16M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.77M

Sector Composition

1 Industrials 1.62%
2 Financials 1.04%
3 Utilities 1%
4 Consumer Staples 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K 0.01%
113
+1
202
$9K 0.01%
60
203
$9K 0.01%
429
+3
204
$9K 0.01%
250
205
$9K 0.01%
734
206
$8K 0.01%
50
207
$8K 0.01%
187
208
$8K 0.01%
761
+15
209
$7K 0.01%
28
210
$7K 0.01%
+100
211
$7K 0.01%
130
-4,538
212
$7K 0.01%
40
213
$7K 0.01%
1,015
+22
214
$7K 0.01%
+27
215
$7K 0.01%
+40
216
$7K 0.01%
411
+3
217
$6K 0.01%
24
218
$6K 0.01%
115
-73
219
$6K 0.01%
138
+2
220
$6K 0.01%
578
+11
221
$6K 0.01%
161
+1
222
$6K 0.01%
25
-45
223
$5K ﹤0.01%
80
+1
224
$5K ﹤0.01%
149
+1
225
$4K ﹤0.01%
161
+2
7 8
9
10 11