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
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$32.2M
3
+$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1
+$18M
2
+$17.4M
3
+$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

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
HD icon
26
Home Depot
HD
$367B
$59.9M 0.73%
163,385
-20,114
PRF icon
27
Invesco FTSE RAFI US 1000 ETF
PRF
$8.66B
$52.1M 0.64%
1,231,705
+6,905
META icon
28
Meta Platforms (Facebook)
META
$1.56T
$45M 0.55%
60,954
-3,212
EFA icon
29
iShares MSCI EAFE ETF
EFA
$68B
$43M 0.53%
480,653
+17,921
XOM icon
30
Exxon Mobil
XOM
$483B
$38.2M 0.47%
354,376
+2,270
COST icon
31
Costco
COST
$409B
$37.7M 0.46%
38,090
-442
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$547B
$37.6M 0.46%
123,656
+106,061
ORCL icon
33
Oracle
ORCL
$695B
$37.2M 0.46%
170,127
+15
JEPI icon
34
JPMorgan Equity Premium Income ETF
JEPI
$41B
$37M 0.45%
650,275
+26,911
VOO icon
35
Vanguard S&P 500 ETF
VOO
$764B
$34.4M 0.42%
60,502
+5,917
SHY icon
36
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$34.3M 0.42%
414,500
+90,126
JNJ icon
37
Johnson & Johnson
JNJ
$450B
$34.3M 0.42%
224,535
-2,022
CVX icon
38
Chevron
CVX
$306B
$31.2M 0.38%
218,182
-195
V icon
39
Visa
V
$651B
$30M 0.37%
84,545
-1,731
MCD icon
40
McDonald's
MCD
$213B
$28.3M 0.35%
96,955
-1,275
QQQ icon
41
Invesco QQQ Trust
QQQ
$387B
$27.5M 0.34%
49,885
+5,404
VFH icon
42
Vanguard Financials ETF
VFH
$12.7B
$27.5M 0.34%
215,975
-1,222
HGER icon
43
Harbor Commodity All-Weather Strategy ETF
HGER
$731M
$27.5M 0.34%
1,131,219
+155,828
DVY icon
44
iShares Select Dividend ETF
DVY
$20.6B
$27.2M 0.33%
204,864
+599
CSCO icon
45
Cisco
CSCO
$280B
$27.1M 0.33%
390,983
-1,990
QGRO icon
46
American Century US Quality Growth ETF
QGRO
$2.01B
$27.1M 0.33%
248,184
+151
LMT icon
47
Lockheed Martin
LMT
$109B
$27.1M 0.33%
58,415
+229
GOOG icon
48
Alphabet (Google) Class C
GOOG
$3.44T
$25.2M 0.31%
142,232
-3,547
PG icon
49
Procter & Gamble
PG
$341B
$24.6M 0.3%
154,340
-23,565
T icon
50
AT&T
T
$175B
$24.2M 0.3%
836,852
-21,106
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