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
$234M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.45%
2 Technology 0.82%
3 Industrials 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17K 0.01%
550
202
$16.9K 0.01%
+310
203
$16.8K 0.01%
+4,559
204
$16.6K 0.01%
+480
205
$16.5K 0.01%
+737
206
$16.3K 0.01%
398
+14
207
$16.1K 0.01%
429
208
$16K 0.01%
+2,001
209
$15.9K 0.01%
+266
210
$15.7K 0.01%
165
211
$15.4K 0.01%
404
+254
212
$15.3K 0.01%
325
+75
213
$15K 0.01%
156
+2
214
$15K 0.01%
1,187
+285
215
$14.7K 0.01%
+931
216
$14.7K 0.01%
548
217
$14.4K 0.01%
205
218
$14.3K 0.01%
+2,244
219
$14.3K 0.01%
78
220
$14.3K 0.01%
355
221
$14.2K 0.01%
+535
222
$13.9K 0.01%
+200
223
$13K 0.01%
+57
224
$12.9K 0.01%
+145
225
$12.9K 0.01%
+708