SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+7.34%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$8.77B
AUM Growth
+$602M
(+7.4%)
Cap. Flow
+$98.9M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
43.7%
Holding
908
New
66
Increased
469
Reduced
267
Closed
49
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$69.6M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$62.4M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$35.4M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.98M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.86M |
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
+$70.4M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$38.2M |
| 3 |
Coca-Cola
KO
|
+$7.07M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.89M |
| 5 |
Dominion Energy
D
|
+$4.07M |
Sector Composition
| 1 | Industrials | 12.81% |
| 2 | Consumer Staples | 9.57% |
| 3 | Financials | 7.93% |
| 4 | Technology | 7.55% |
| 5 | Healthcare | 6.12% |
