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
XLG icon
526
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$978K 0.01%
17,002
+7,434
QTWO icon
527
Q2 Holdings
QTWO
$4.51B
$972K 0.01%
13,424
+891
STAG icon
528
STAG Industrial
STAG
$7.32B
$969K 0.01%
27,461
-110
FDN icon
529
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.95B
$961K 0.01%
3,434
-27
MELI icon
530
Mercado Libre
MELI
$105B
$960K 0.01%
411
-1
IBIT icon
531
iShares Bitcoin Trust
IBIT
$66.3B
$951K 0.01%
14,627
+6,491
NLR icon
532
VanEck Uranium + Nuclear Energy ETF
NLR
$3.54B
$950K 0.01%
7,001
+1,054
IYW icon
533
iShares US Technology ETF
IYW
$20.9B
$942K 0.01%
4,808
-245
FDL icon
534
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.06B
$933K 0.01%
21,492
+9,554
DLR icon
535
Digital Realty Trust
DLR
$53.8B
$929K 0.01%
5,371
-8
DFAE icon
536
Dimensional Emerging Core Equity Market ETF
DFAE
$7.14B
$927K 0.01%
29,397
+9,544
EHC icon
537
Encompass Health
EHC
$11.6B
$926K 0.01%
7,287
-2,446
SOXX icon
538
iShares Semiconductor ETF
SOXX
$16.7B
$922K 0.01%
3,394
+133
SF icon
539
Stifel
SF
$12.4B
$920K 0.01%
8,112
-26
VCYT icon
540
Veracyte
VCYT
$3.67B
$915K 0.01%
26,667
+2,744
PTLC icon
541
Pacer Trendpilot US Large Cap ETF
PTLC
$3.41B
$915K 0.01%
16,714
-2,901
ED icon
542
Consolidated Edison
ED
$35.4B
$912K 0.01%
9,071
+173
TBLL icon
543
Invesco Short Term Treasury ETF
TBLL
$2.22B
$904K 0.01%
8,554
-1,454
LMAT icon
544
LeMaitre Vascular
LMAT
$1.88B
$896K 0.01%
10,236
-25
FR icon
545
First Industrial Realty Trust
FR
$7.57B
$894K 0.01%
17,375
-57
WAB icon
546
Wabtec
WAB
$35.7B
$893K 0.01%
4,457
-1,714
THRM icon
547
Gentherm
THRM
$1.1B
$889K 0.01%
26,102
+9,465
IWX icon
548
iShares Russell Top 200 Value ETF
IWX
$3.01B
$884K 0.01%
10,051
-804
VOOG icon
549
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$883K 0.01%
2,028
-29
CRWS icon
550
Crown Crafts
CRWS
$29.5M
$876K 0.01%
300,918
+21,122
20 21
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