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
326
$579K 0.02%
7,483
+5,053
327
$569K 0.02%
7,035
+170
328
$569K 0.02%
82,540
+22,326
329
$568K 0.02%
112,885
+5,934
330
$561K 0.02%
7,800
+1,583
331
$556K 0.02%
21,718
332
$556K 0.02%
5,475
+3,398
333
$555K 0.02%
13,568
-2,074
334
$548K 0.02%
13,902
+30
335
$546K 0.02%
3,274
+2
336
$544K 0.02%
139,511
+65,505
337
$543K 0.02%
13,945
+3,565
338
$536K 0.01%
9,136
+508
339
$536K 0.01%
24,000
340
$533K 0.01%
11,183
-100
341
$518K 0.01%
2,000
342
$514K 0.01%
14,045
+58
343
$509K 0.01%
20,955
344
$502K 0.01%
6,300
+1,785
345
$501K 0.01%
4,534
346
$488K 0.01%
10,565
-2,505
347
$487K 0.01%
6,776
+3
348
$486K 0.01%
4,133
349
$467K 0.01%
18,600
+1,000
350
$456K 0.01%
1,377
+1,218
12 13
14
15 16