SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$10.6M
3
+$9.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.07M
5
MSFT icon
Microsoft
MSFT
+$7.67M

Top Sells

1
+$10.4M
2
+$5.28M
3
+$5.18M
4
SNPS icon
Synopsys
SNPS
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALC icon
226
Alcon
ALC
$42.5B
$4.23M 0.05%
56,818
-303
GL icon
227
Globe Life
GL
$11.6B
$4.21M 0.05%
29,458
+10
HLN icon
228
Haleon
HLN
$49.3B
$4.2M 0.05%
468,081
-35,918
ORLY icon
229
O'Reilly Automotive
ORLY
$79B
$4.18M 0.05%
38,731
+85
IAU icon
230
iShares Gold Trust
IAU
$84.6B
$4.17M 0.05%
57,248
+842
STT icon
231
State Street
STT
$35.9B
$4.16M 0.05%
35,884
+22,934
SPTL icon
232
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.2B
$4.14M 0.05%
153,473
+5,136
CSX icon
233
CSX Corp
CSX
$79.4B
$4.11M 0.05%
115,708
+2,707
SKOR icon
234
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$678M
$4.09M 0.05%
83,074
+38,390
SU icon
235
Suncor Energy
SU
$67.3B
$4.09M 0.05%
97,841
+3,373
XLV icon
236
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
$4.08M 0.05%
29,331
-123
USB icon
237
US Bancorp
USB
$85B
$4.08M 0.05%
84,368
+1,729
AIG icon
238
American International
AIG
$43.2B
$4.07M 0.05%
51,826
+1,019
XLU icon
239
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$4.05M 0.05%
92,794
+16,834
RYAN icon
240
Ryan Specialty Holdings
RYAN
$5.1B
$4.03M 0.05%
71,574
+15,587
PLTR icon
241
Palantir
PLTR
$328B
$3.99M 0.05%
21,871
+1,218
VRTX icon
242
Vertex Pharmaceuticals
VRTX
$126B
$3.98M 0.05%
10,162
+385
ETR icon
243
Entergy
ETR
$48.5B
$3.97M 0.05%
42,648
+8,678
SGOL icon
244
abrdn Physical Gold Shares ETF
SGOL
$9.11B
$3.97M 0.05%
107,937
-313
D icon
245
Dominion Energy
D
$53.9B
$3.97M 0.05%
64,916
+2,268
VEEV icon
246
Veeva Systems
VEEV
$29.9B
$3.97M 0.05%
13,317
-2,464
AJG icon
247
Arthur J. Gallagher & Co
AJG
$58.7B
$3.93M 0.05%
12,700
+3,144
ASML icon
248
ASML
ASML
$559B
$3.91M 0.04%
4,041
+2
ADI icon
249
Analog Devices
ADI
$174B
$3.88M 0.04%
15,772
+105
IVW icon
250
iShares S&P 500 Growth ETF
IVW
$64.1B
$3.82M 0.04%
31,647
+340
8 9
10
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