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
$92M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$135K
3
+$130K
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$129K
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$124K

Top Sells

1
+$20.2M
2
+$8.15M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.65M

Sector Composition

1 Financials 3.76%
2 Industrials 2.03%
3 Technology 1.44%
4 Consumer Staples 1.42%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K 0.01%
352
202
$9K 0.01%
+39
203
$9K 0.01%
162
204
$9K 0.01%
255
205
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200
206
$9K 0.01%
738
+6
207
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+131
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$9K 0.01%
745
+9
209
$8K 0.01%
179
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210
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211
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50
212
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213
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214
$8K 0.01%
809
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215
$8K 0.01%
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216
$8K 0.01%
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$8K 0.01%
48
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$8K 0.01%
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219
$8K 0.01%
162
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221
$7K 0.01%
330
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$7K 0.01%
36
223
$7K 0.01%
144
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224
$7K 0.01%
608
225
$7K 0.01%
82
+1
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