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
JMST icon
351
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.48B
$2.24M 0.03%
43,797
-465
VDE icon
352
Vanguard Energy ETF
VDE
$7.24B
$2.22M 0.03%
17,630
+55
HYG icon
353
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$2.21M 0.03%
27,188
+1,108
FTGS icon
354
First Trust Growth Strength ETF
FTGS
$1.23B
$2.2M 0.03%
61,323
+1,341
BIIB icon
355
Biogen
BIIB
$26.7B
$2.18M 0.03%
15,595
-370
ROST icon
356
Ross Stores
ROST
$57.4B
$2.18M 0.02%
14,298
-253
IWY icon
357
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$2.18M 0.02%
7,949
+212
HYDB icon
358
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$2.17M 0.02%
45,440
+16,600
LRCX icon
359
Lam Research
LRCX
$196B
$2.14M 0.02%
15,979
-279
LITE icon
360
Lumentum
LITE
$23.1B
$2.14M 0.02%
13,128
IYE icon
361
iShares US Energy ETF
IYE
$1.13B
$2.11M 0.02%
44,465
+404
ITT icon
362
ITT
ITT
$14.4B
$2.11M 0.02%
11,786
-50
CIBR icon
363
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$2.08M 0.02%
27,396
-39
EVLV icon
364
Evolv Technologies
EVLV
$1.12B
$2.08M 0.02%
+275,304
CBRE icon
365
CBRE Group
CBRE
$48.2B
$2.06M 0.02%
13,100
-74
HPQ icon
366
HP
HPQ
$22.8B
$2.06M 0.02%
75,553
-72,317
VT icon
367
Vanguard Total World Stock ETF
VT
$57.3B
$2.06M 0.02%
14,911
-3,346
PAYX icon
368
Paychex
PAYX
$40.2B
$2.05M 0.02%
16,132
-458
EPD icon
369
Enterprise Products Partners
EPD
$70.8B
$2.04M 0.02%
65,143
+213
QINT icon
370
American Century Quality Diversified International ETF
QINT
$423M
$2.03M 0.02%
33,123
+883
MU icon
371
Micron Technology
MU
$266B
$2.02M 0.02%
12,096
+1,329
AEP icon
372
American Electric Power
AEP
$66.1B
$2M 0.02%
17,786
-1,860
IGSB icon
373
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$1.96M 0.02%
37,005
+2,417
ENSG icon
374
The Ensign Group
ENSG
$10.7B
$1.95M 0.02%
11,275
-48
NOC icon
375
Northrop Grumman
NOC
$81.7B
$1.94M 0.02%
3,173
+820
13 14
15
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