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
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.9M
3
+$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1
+$27.7M
2
+$17.2M
3
+$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.4M 0.65%
338,144
+12,499
27
$22M 0.61%
183,993
+4,893
28
$21.3M 0.59%
231,412
-17,790
29
$21.2M 0.59%
611,028
-54,850
30
$20.6M 0.58%
199,141
+19,590
31
$20.6M 0.57%
158,768
-174
32
$20.3M 0.57%
221,064
-560
33
$19.9M 0.56%
394,547
-15,326
34
$19.8M 0.55%
350,136
-6,023
35
$19.8M 0.55%
256,865
+220,957
36
$18.7M 0.52%
213,201
+838
37
$18.4M 0.51%
408,448
+7,125
38
$18.3M 0.51%
900,436
+877,686
39
$18.2M 0.51%
246,510
-6,887
40
$17.7M 0.49%
294,314
+7,469
41
$17.2M 0.48%
250,405
+248,630
42
$16.8M 0.47%
92,809
-1,647
43
$16.4M 0.46%
329,013
+46,247
44
$15.1M 0.42%
539,702
+1,497
45
$14.5M 0.41%
156,156
-23,074
46
$13.9M 0.39%
164,804
-162,000
47
$13.2M 0.37%
258,872
-9,822
48
$13M 0.36%
125,680
+2,684
49
$12.5M 0.35%
300,802
-4,592
50
$12.4M 0.35%
135,983
-119
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