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
$272M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$34.9M
3
+$23.8M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$19.2M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$12.7M

Top Sells

1
+$10.5M
2
+$610K
3
+$330K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$249K

Sector Composition

1 Financials 1.11%
2 Industrials 0.57%
3 Technology 0.47%
4 Healthcare 0.46%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.01%
8
202
$14K 0.01%
548
203
$14K 0.01%
403
204
$14K 0.01%
353
205
$14K 0.01%
305
+150
206
$14K 0.01%
374
+4
207
$13K ﹤0.01%
140
208
$13K ﹤0.01%
78
209
$13K ﹤0.01%
118
+58
210
$13K ﹤0.01%
289
+159
211
$13K ﹤0.01%
+30
212
$13K ﹤0.01%
+415
213
$12K ﹤0.01%
257
+245
214
$12K ﹤0.01%
+100
215
$11K ﹤0.01%
+75
216
$11K ﹤0.01%
159
+77
217
$11K ﹤0.01%
+60
218
$11K ﹤0.01%
171
219
$11K ﹤0.01%
+211
220
$11K ﹤0.01%
+609
221
$11K ﹤0.01%
158
+77
222
$10K ﹤0.01%
883
+6
223
$10K ﹤0.01%
269
+3
224
$10K ﹤0.01%
147
+1
225
$10K ﹤0.01%
355
7 8
9
10 11