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
ZBH icon
376
Zimmer Biomet
ZBH
$19.3B
$1.93M 0.02%
19,621
+1,430
BDX icon
377
Becton Dickinson
BDX
$55.4B
$1.93M 0.02%
10,301
+784
CI icon
378
Cigna
CI
$74.1B
$1.89M 0.02%
6,569
+233
VMI icon
379
Valmont Industries
VMI
$8.14B
$1.87M 0.02%
4,825
-450
AMP icon
380
Ameriprise Financial
AMP
$42.3B
$1.86M 0.02%
3,785
-9
IWV icon
381
iShares Russell 3000 ETF
IWV
$18.2B
$1.86M 0.02%
4,904
+34
VBK icon
382
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$1.85M 0.02%
6,188
+330
SPHQ icon
383
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$1.84M 0.02%
25,155
+3,377
HDV icon
384
iShares Core High Dividend ETF
HDV
$11.8B
$1.84M 0.02%
15,021
+1,959
GBTC icon
385
Grayscale Bitcoin Trust
GBTC
$36.3B
$1.83M 0.02%
20,372
-169
ROP icon
386
Roper Technologies
ROP
$48B
$1.83M 0.02%
3,666
+149
SPTB
387
State Street SPDR Portfolio Treasury ETF
SPTB
$148M
$1.81M 0.02%
59,169
-4,635
ESI icon
388
Element Solutions
ESI
$6.27B
$1.8M 0.02%
71,554
-442
ADSK icon
389
Autodesk
ADSK
$64.3B
$1.79M 0.02%
5,639
+28
MKL icon
390
Markel Group
MKL
$26.2B
$1.79M 0.02%
937
CR icon
391
Crane Co
CR
$10.6B
$1.77M 0.02%
9,637
-1,089
UBER icon
392
Uber
UBER
$182B
$1.77M 0.02%
18,029
+1,444
RTO icon
393
Rentokil
RTO
$13.9B
$1.76M 0.02%
69,577
-155
RDVY icon
394
First Trust Rising Dividend Achievers ETF
RDVY
$18.3B
$1.72M 0.02%
25,585
+11,412
ALL icon
395
Allstate
ALL
$55.7B
$1.71M 0.02%
7,943
+21
MBB icon
396
iShares MBS ETF
MBB
$39.4B
$1.7M 0.02%
17,901
+1,471
BKLN icon
397
Invesco Senior Loan ETF
BKLN
$6.37B
$1.7M 0.02%
81,286
-20,056
JBL icon
398
Jabil
JBL
$22.5B
$1.69M 0.02%
7,798
-182
JAAA icon
399
Janus Henderson AAA CLO ETF
JAAA
$25.3B
$1.69M 0.02%
+33,183
AGYS icon
400
Agilysys
AGYS
$3.45B
$1.67M 0.02%
15,896
-82
14 15
16
17 18