SF

Synovus Financial Portfolio holdings

AUM $8.17B
1-Year Return 14.09%
This Quarter Return
+4.29%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$10.1B
AUM Growth
+$1.17B
Cap. Flow
+$865M
Cap. Flow %
8.54%
Top 10 Hldgs %
50.88%
Holding
851
New
109
Increased
465
Reduced
198
Closed
22

Top Buys

1
XLE icon
Energy Select Sector SPDR Fund
XLE
$443M
2
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
$123M
3
MGK icon
Vanguard Mega Cap Growth ETF
MGK
$102M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
$17M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
$16.7M

Top Sells

1
BND icon
Vanguard Total Bond Market
BND
$44.4M
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
$38M
3
MSI icon
Motorola Solutions
MSI
$3.89M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
$3.77M
5
GPN icon
Global Payments
GPN
$3.23M

Sector Composition

1 Industrials 18.37%
2 Consumer Staples 7.51%
3 Financials 7.28%
4 Technology 7.06%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IPGP icon
326
IPG Photonics
IPGP
$3.56B
$1.7M 0.02%
8,080
+309
+4% +$65K
PSK icon
327
SPDR ICE Preferred Securities ETF
PSK
$825M
$1.68M 0.02%
37,954
+4,570
+14% +$202K
PRAA icon
328
PRA Group
PRAA
$671M
$1.67M 0.02%
43,316
+236
+0.5% +$9.07K
FTNT icon
329
Fortinet
FTNT
$60.4B
$1.66M 0.02%
34,990
+10
+0% +$475
BSCO
330
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$1.66M 0.02%
74,568
+929
+1% +$20.6K
IWY icon
331
iShares Russell Top 200 Growth ETF
IWY
$14.9B
$1.65M 0.02%
10,937
+6,687
+157% +$1.01M
CLX icon
332
Clorox
CLX
$15.5B
$1.61M 0.02%
8,989
-2,099
-19% -$377K
HAIN icon
333
Hain Celestial
HAIN
$164M
$1.61M 0.02%
40,227
+2,509
+7% +$101K
CTSH icon
334
Cognizant
CTSH
$35.1B
$1.59M 0.02%
22,850
-481
-2% -$33.4K
OTIS icon
335
Otis Worldwide
OTIS
$34.1B
$1.57M 0.02%
19,333
-91
-0.5% -$7.41K
EDU icon
336
New Oriental
EDU
$7.98B
$1.57M 0.02%
19,182
+7,441
+63% +$609K
RSG icon
337
Republic Services
RSG
$71.7B
$1.56M 0.02%
14,165
+580
+4% +$63.9K
MBB icon
338
iShares MBS ETF
MBB
$41.3B
$1.56M 0.02%
14,395
+6,565
+84% +$710K
BMRN icon
339
BioMarin Pharmaceuticals
BMRN
$11.1B
$1.55M 0.02%
18,471
+534
+3% +$44.7K
DIA icon
340
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
$1.55M 0.02%
4,485
+2,110
+89% +$727K
DLR icon
341
Digital Realty Trust
DLR
$55.7B
$1.54M 0.02%
10,207
+6,332
+163% +$952K
NOBL icon
342
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$1.53M 0.02%
+16,857
New +$1.53M
SPGI icon
343
S&P Global
SPGI
$164B
$1.52M 0.02%
3,717
+44
+1% +$18K
ROOF
344
DELISTED
NYLI CBRE NextGen Real Estate ETF
ROOF
$1.49M 0.01%
57,170
+691
+1% +$18K
ALLY icon
345
Ally Financial
ALLY
$12.7B
$1.47M 0.01%
29,584
+547
+2% +$27.2K
HACK icon
346
Amplify Cybersecurity ETF
HACK
$2.29B
$1.47M 0.01%
24,285
+2
+0% +$121
KMI icon
347
Kinder Morgan
KMI
$59.1B
$1.47M 0.01%
80,524
+11,023
+16% +$201K
ISRG icon
348
Intuitive Surgical
ISRG
$167B
$1.46M 0.01%
4,737
+153
+3% +$47.1K
PLD icon
349
Prologis
PLD
$105B
$1.46M 0.01%
12,180
+81
+0.7% +$9.69K
FPE icon
350
First Trust Preferred Securities and Income ETF
FPE
$6.13B
$1.45M 0.01%
+70,398
New +$1.45M
12 13
14
15 16