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
UYG icon
426
ProShares Ultra Financials
UYG
$838M
$1.49M 0.02%
15,000
JEPQ icon
427
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.5B
$1.47M 0.02%
25,595
+15,767
GBCI icon
428
Glacier Bancorp
GBCI
$5.58B
$1.47M 0.02%
30,191
+2,569
EME icon
429
Emcor
EME
$27.1B
$1.47M 0.02%
2,256
-1,159
DIA icon
430
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$1.46M 0.02%
3,152
+124
PHM icon
431
Pultegroup
PHM
$24.9B
$1.46M 0.02%
11,068
-84
BBWI icon
432
Bath & Body Works
BBWI
$3.91B
$1.45M 0.02%
56,210
+764
SPSK icon
433
SP Funds Dow Jones Global Sukuk ETF
SPSK
$430M
$1.45M 0.02%
78,337
GFF icon
434
Griffon
GFF
$3.48B
$1.44M 0.02%
18,966
+588
DFIV icon
435
Dimensional International Value ETF
DFIV
$14.9B
$1.44M 0.02%
31,202
+18,567
DSGX icon
436
Descartes Systems
DSGX
$7.08B
$1.44M 0.02%
15,261
+3,449
FAST icon
437
Fastenal
FAST
$46.3B
$1.43M 0.02%
29,184
+205
CNI icon
438
Canadian National Railway
CNI
$59.5B
$1.43M 0.02%
15,164
-4,510
HOOD icon
439
Robinhood
HOOD
$109B
$1.43M 0.02%
9,979
-3,327
MTRN icon
440
Materion
MTRN
$2.5B
$1.42M 0.02%
11,787
+1,435
GIL icon
441
Gildan
GIL
$8.52B
$1.42M 0.02%
24,581
-1,889
HIG icon
442
Hartford Financial Services
HIG
$38.1B
$1.42M 0.02%
10,623
-17
VOE icon
443
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$1.41M 0.02%
8,056
+94
SMH icon
444
VanEck Semiconductor ETF
SMH
$35.4B
$1.4M 0.02%
4,301
-44
CADE icon
445
Cadence Bank
CADE
$7.49B
$1.4M 0.02%
37,252
-197
VXF icon
446
Vanguard Extended Market ETF
VXF
$24.7B
$1.39M 0.02%
6,632
+3
SLGN icon
447
Silgan Holdings
SLGN
$4.17B
$1.39M 0.02%
32,282
+367
RIO icon
448
Rio Tinto
RIO
$118B
$1.39M 0.02%
21,032
+246
IAI icon
449
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.5B
$1.39M 0.02%
7,844
+18
IRTC icon
450
iRhythm Technologies
IRTC
$5.96B
$1.38M 0.02%
8,029
+191
16 17
18
19 20