SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
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
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

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
PH icon
301
Parker-Hannifin
PH
$109B
$2.73M 0.03%
3,604
+44
AXSM icon
302
Axsome Therapeutics
AXSM
$7.64B
$2.69M 0.03%
22,156
-170
GEV icon
303
GE Vernova
GEV
$163B
$2.69M 0.03%
4,368
+1,492
FTNT icon
304
Fortinet
FTNT
$60.3B
$2.68M 0.03%
31,838
+705
DD icon
305
DuPont de Nemours
DD
$16.7B
$2.66M 0.03%
34,178
-820
PNC icon
306
PNC Financial Services
PNC
$74.8B
$2.65M 0.03%
13,183
+115
MSI icon
307
Motorola Solutions
MSI
$61.6B
$2.64M 0.03%
5,775
+214
MGK icon
308
Vanguard Mega Cap Growth ETF
MGK
$32.4B
$2.62M 0.03%
6,520
-144
APP icon
309
Applovin
APP
$203B
$2.62M 0.03%
3,641
+43
SBUX icon
310
Starbucks
SBUX
$99.1B
$2.61M 0.03%
30,890
-1,442
QLYS icon
311
Qualys
QLYS
$5.05B
$2.61M 0.03%
19,712
-85
POOL icon
312
Pool Corp
POOL
$9.07B
$2.59M 0.03%
8,354
-27
PWR icon
313
Quanta Services
PWR
$69.3B
$2.57M 0.03%
6,209
-45
FCN icon
314
FTI Consulting
FCN
$5.04B
$2.56M 0.03%
15,834
+2,981
TYL icon
315
Tyler Technologies
TYL
$20.2B
$2.56M 0.03%
4,891
-14
XLF icon
316
Financial Select Sector SPDR Fund
XLF
$52.3B
$2.55M 0.03%
47,392
-126
FDVV icon
317
Fidelity High Dividend ETF
FDVV
$7.63B
$2.55M 0.03%
45,772
+29,605
SBAC icon
318
SBA Communications
SBAC
$20.7B
$2.55M 0.03%
13,163
-51
ELV icon
319
Elevance Health
ELV
$75.2B
$2.54M 0.03%
7,867
+164
GLW icon
320
Corning
GLW
$72.2B
$2.54M 0.03%
30,927
+2,253
SPLB icon
321
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.08B
$2.51M 0.03%
108,457
-3,086
FTCS icon
322
First Trust Capital Strength ETF
FTCS
$8.27B
$2.51M 0.03%
26,747
+1,247
TGT icon
323
Target
TGT
$41B
$2.48M 0.03%
27,645
-3,540
SPYG icon
324
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$2.42M 0.03%
23,142
-267
IBTH icon
325
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.79B
$2.41M 0.03%
106,992
-9,833
11 12
13
14 15