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
CWST icon
476
Casella Waste Systems
CWST
$6.21B
$1.19M 0.01%
12,541
-546
JGRO icon
477
JPMorgan Active Growth ETF
JGRO
$8.29B
$1.19M 0.01%
12,684
+3,492
SBCF icon
478
Seacoast Banking Corp of Florida
SBCF
$3.11B
$1.18M 0.01%
38,929
-181
SXI icon
479
Standex International
SXI
$2.96B
$1.18M 0.01%
+5,555
DOW icon
480
Dow Inc
DOW
$17.1B
$1.17M 0.01%
50,937
-65,734
SEIX icon
481
Virtus SEIX Senior Loan ETF
SEIX
$272M
$1.17M 0.01%
49,406
+4,867
CTSH icon
482
Cognizant
CTSH
$37.8B
$1.16M 0.01%
17,275
-306
CXT icon
483
Crane NXT
CXT
$3.22B
$1.15M 0.01%
17,181
-105
DVN icon
484
Devon Energy
DVN
$23.7B
$1.15M 0.01%
32,840
+1,069
TROW icon
485
T. Rowe Price
TROW
$22.3B
$1.15M 0.01%
11,204
+186
CLX icon
486
Clorox
CLX
$13.1B
$1.15M 0.01%
9,307
-767
PSA icon
487
Public Storage
PSA
$48.1B
$1.15M 0.01%
3,969
+44
TPR icon
488
Tapestry
TPR
$22.8B
$1.14M 0.01%
10,068
+6,050
GNTX icon
489
Gentex
GNTX
$5.04B
$1.13M 0.01%
39,867
-21,527
OEF icon
490
iShares S&P 100 ETF
OEF
$28.9B
$1.12M 0.01%
3,375
-194
ACIW icon
491
ACI Worldwide
ACIW
$4.81B
$1.12M 0.01%
+21,280
TECH icon
492
Bio-Techne
TECH
$10B
$1.12M 0.01%
20,159
-4,987
UCB
493
United Community Banks
UCB
$3.75B
$1.12M 0.01%
35,583
+607
GJAN icon
494
FT Vest US Equity Moderate Buffer ETF January
GJAN
$345M
$1.11M 0.01%
26,688
+2,835
NVO icon
495
Novo Nordisk
NVO
$217B
$1.11M 0.01%
20,028
-836
LSCC icon
496
Lattice Semiconductor
LSCC
$9.5B
$1.11M 0.01%
+15,131
OTIS icon
497
Otis Worldwide
OTIS
$34.7B
$1.11M 0.01%
12,102
-648
IYR icon
498
iShares US Real Estate ETF
IYR
$4.16B
$1.1M 0.01%
11,378
+3,432
KR icon
499
Kroger
KR
$44.9B
$1.09M 0.01%
16,171
-125
FCNCA icon
500
First Citizens BancShares
FCNCA
$23.7B
$1.09M 0.01%
608
-1
18 19
20
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