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
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.9M
3
+$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1
+$27.7M
2
+$17.2M
3
+$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$713K 0.02%
33,734
302
$699K 0.02%
93,863
+7,000
303
$699K 0.02%
5,795
-3,963
304
$697K 0.02%
19,274
+3,845
305
$695K 0.02%
5,713
+3,393
306
$694K 0.02%
11,022
+180
307
$694K 0.02%
+27,770
308
$689K 0.02%
9,225
+15
309
$688K 0.02%
+11,328
310
$672K 0.02%
18,776
+3,466
311
$656K 0.02%
12,581
-7,275
312
$653K 0.02%
5,453
+55
313
$649K 0.02%
13,388
+2,298
314
$648K 0.02%
27,676
-17,016
315
$636K 0.02%
21,424
316
$618K 0.02%
25,000
317
$615K 0.02%
5,330
+115
318
$613K 0.02%
8,500
319
$608K 0.02%
29,898
+2,788
320
$605K 0.02%
37,609
-4,210
321
$603K 0.02%
9,426
322
$592K 0.02%
15,220
323
$592K 0.02%
64,963
+24,907
324
$591K 0.02%
13,182
+1,445
325
$585K 0.02%
24,474
+4,184
11 12
13
14 15