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
$221M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.29M
3
+$1.3M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.15M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.08M

Top Sells

1
+$2.72M
2
+$884K
3
+$594K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$589K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$471K

Sector Composition

1 Financials 1.47%
2 Industrials 0.73%
3 Healthcare 0.59%
4 Consumer Staples 0.57%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.23K ﹤0.01%
310
+9
202
$7.62K ﹤0.01%
50
203
$7.32K ﹤0.01%
+42
204
$7.04K ﹤0.01%
117
+1
205
$7K ﹤0.01%
48
206
$6.79K ﹤0.01%
36
207
$6.75K ﹤0.01%
870
+20
208
$6.73K ﹤0.01%
200
209
$6.6K ﹤0.01%
60
210
$6.32K ﹤0.01%
133
+14
211
$6.19K ﹤0.01%
187
212
$5.99K ﹤0.01%
172
+2
213
$5.86K ﹤0.01%
150
214
$5.86K ﹤0.01%
150
+2
215
$5.62K ﹤0.01%
1,188
+36
216
$5.42K ﹤0.01%
45
217
$5.4K ﹤0.01%
139
+1
218
$5.06K ﹤0.01%
50
219
$5.04K ﹤0.01%
667
+35
220
$4.9K ﹤0.01%
157
+3
221
$4.88K ﹤0.01%
344
-1,753
222
$4.76K ﹤0.01%
21
+1
223
$4.73K ﹤0.01%
224
+4
224
$4.68K ﹤0.01%
255
225
$4.66K ﹤0.01%
478
7 8
9
10 11