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
TDVG icon
401
T. Rowe Price Dividend Growth ETF
TDVG
$1.16B
$1.66M 0.02%
37,703
+1,158
MET icon
402
MetLife
MET
$50.4B
$1.65M 0.02%
20,043
+1,744
BUFZ icon
403
FT Vest Laddered Moderate Buffer ETF
BUFZ
$712M
$1.64M 0.02%
63,393
+2,453
ICSH icon
404
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.57B
$1.64M 0.02%
32,250
+897
LFUS icon
405
Littelfuse
LFUS
$6.38B
$1.63M 0.02%
6,274
+1,953
IBTO icon
406
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$425M
$1.6M 0.02%
65,061
-6,163
XLY icon
407
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$1.6M 0.02%
6,677
+540
IBB icon
408
iShares Biotechnology ETF
IBB
$8.84B
$1.57M 0.02%
10,848
-136
WSM icon
409
Williams-Sonoma
WSM
$21.5B
$1.57M 0.02%
8,021
+90
ABCB icon
410
Ameris Bancorp
ABCB
$5.18B
$1.56M 0.02%
21,306
+1,915
VV icon
411
Vanguard Large-Cap ETF
VV
$47.4B
$1.56M 0.02%
5,069
-147
MTUM icon
412
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$1.56M 0.02%
6,074
-195
DHI icon
413
D.R. Horton
DHI
$46.4B
$1.55M 0.02%
9,146
+101
RUSHA icon
414
Rush Enterprises Class A
RUSHA
$4.01B
$1.55M 0.02%
28,956
+1,578
HDB icon
415
HDFC Bank
HDB
$189B
$1.55M 0.02%
45,290
-1,080
LEN icon
416
Lennar Class A
LEN
$32.4B
$1.55M 0.02%
12,258
-13
TXRH icon
417
Texas Roadhouse
TXRH
$11.6B
$1.53M 0.02%
9,230
+1,634
NVR icon
418
NVR
NVR
$20.5B
$1.53M 0.02%
190
-15
BK icon
419
Bank of New York Mellon
BK
$78.2B
$1.52M 0.02%
13,970
+313
HACK icon
420
Amplify Cybersecurity ETF
HACK
$2.22B
$1.52M 0.02%
17,510
BRK.A icon
421
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.02%
2
-1
FPE icon
422
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$1.5M 0.02%
82,444
+648
BHP icon
423
BHP
BHP
$139B
$1.5M 0.02%
26,881
+96
FMDE icon
424
Fidelity Enhanced Mid Cap ETF
FMDE
$4.3B
$1.49M 0.02%
41,334
+4,156
DFEB icon
425
FT Vest US Equity Deep Buffer ETF February
DFEB
$394M
$1.49M 0.02%
32,004
+564
15 16
17
18 19