SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
451
Novartis
NVS
$310B
$1.25M 0.02%
10,339
-1,236
LITE icon
452
Lumentum
LITE
$47.7B
$1.25M 0.02%
13,128
HOOD icon
453
Robinhood
HOOD
$68.6B
$1.25M 0.02%
13,306
+465
BK icon
454
Bank of New York Mellon
BK
$81.3B
$1.24M 0.02%
13,657
+119
SNA icon
455
Snap-on
SNA
$20B
$1.24M 0.02%
3,988
+11
PYLD icon
456
PIMCO Multi Sector Bond Active ETF
PYLD
$12.1B
$1.23M 0.02%
46,246
-1,228
FAST icon
457
Fastenal
FAST
$53.1B
$1.22M 0.01%
28,979
+435
SMH icon
458
VanEck Semiconductor ETF
SMH
$46.6B
$1.21M 0.01%
4,345
-3,110
RIO icon
459
Rio Tinto
RIO
$194B
$1.21M 0.01%
20,786
+1,918
CLX icon
460
Clorox
CLX
$14.9B
$1.21M 0.01%
10,074
-209
IRTC icon
461
iRhythm Holdings
IRTC
$4.86B
$1.21M 0.01%
7,838
+96
DSGX icon
462
Descartes Systems
DSGX
$5.77B
$1.2M 0.01%
11,812
-8,127
CADE
463
DELISTED
Cadence Bank
CADE
$1.2M 0.01%
37,449
+782
EHC icon
464
Encompass Health
EHC
$10.7B
$1.19M 0.01%
9,733
+349
FCNCA icon
465
First Citizens BancShares
FCNCA
$24.5B
$1.19M 0.01%
609
-41
GBCI icon
466
Glacier Bancorp
GBCI
$6.56B
$1.19M 0.01%
27,622
+3,719
NOC icon
467
Northrop Grumman
NOC
$103B
$1.18M 0.01%
2,353
+104
PHM icon
468
Pultegroup
PHM
$26.9B
$1.18M 0.01%
11,152
-10,564
ITOT icon
469
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$1.18M 0.01%
8,705
-29
QTWO icon
470
Q2 Holdings
QTWO
$3.17B
$1.17M 0.01%
12,533
-12,081
KR icon
471
Kroger
KR
$42B
$1.17M 0.01%
16,296
+343
DHI icon
472
D.R. Horton
DHI
$47.5B
$1.17M 0.01%
9,045
-362
PSA icon
473
Public Storage
PSA
$53.5B
$1.15M 0.01%
3,925
-1,873
IJK icon
474
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.9B
$1.15M 0.01%
12,652
+3,401
MLM icon
475
Martin Marietta Materials
MLM
$41.4B
$1.15M 0.01%
2,098
-457
17 18
19
20 21