SSC
Syverson Strege & Co Portfolio holdings
AUM
$423M
This Quarter Return
+6.96%
1 Year Return
+13.97%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(+7.6%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
82.57%
Holding
75
New
6
Increased
39
Reduced
19
Closed
4
Top Buys
| 1 |
Dimensional Global Real Estate ETF
DFGR
|
$1.59M |
| 2 |
Dimensional World Equity ETF
DFAW
|
$1.47M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$649K |
| 4 |
Microsoft
MSFT
|
$637K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$570K |
Top Sells
Sector Composition
| 1 | Financials | 1.25% |
| 2 | Technology | 0.8% |
| 3 | Consumer Staples | 0.5% |
| 4 | Industrials | 0.44% |
| 5 | Healthcare | 0.39% |
