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
$197M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$2.98M
3
+$1.57M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$527K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$441K

Top Sells

1
+$22.2M
2
+$18.7M
3
+$12.5M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.17M
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$5.35M

Sector Composition

1 Financials 1.33%
2 Industrials 0.68%
3 Consumer Staples 0.58%
4 Technology 0.55%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
529
+140
202
$6K ﹤0.01%
850
+21
203
$6K ﹤0.01%
200
204
$6K ﹤0.01%
45
205
$6K ﹤0.01%
48
206
$5K ﹤0.01%
170
+2
207
$5K ﹤0.01%
119
-472
208
$5K ﹤0.01%
148
+2
209
$5K ﹤0.01%
20
210
$5K ﹤0.01%
632
+14
211
$5K ﹤0.01%
255
212
$5K ﹤0.01%
1,152
+33
213
$5K ﹤0.01%
734
214
$5K ﹤0.01%
220
215
$5K ﹤0.01%
125
216
$5K ﹤0.01%
150
217
$4K ﹤0.01%
36
218
$4K ﹤0.01%
118
219
$4K ﹤0.01%
478
+160
220
$4K ﹤0.01%
28
-75
221
$4K ﹤0.01%
35
222
$4K ﹤0.01%
138
+3
223
$4K ﹤0.01%
40
224
$4K ﹤0.01%
84
225
$4K ﹤0.01%
100
7 8
9
10 11