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
ZTS icon
526
Zoetis
ZTS
$53B
$878K 0.01%
5,629
+259
IYW icon
527
iShares US Technology ETF
IYW
$22.4B
$876K 0.01%
5,053
+370
WNS
528
DELISTED
WNS Holdings
WNS
$864K 0.01%
13,665
+928
LMAT icon
529
LeMaitre Vascular
LMAT
$1.97B
$852K 0.01%
10,261
+424
SF icon
530
Stifel
SF
$12.4B
$845K 0.01%
8,138
+160
CG icon
531
Carlyle Group
CG
$18.9B
$844K 0.01%
16,417
+281
RRX icon
532
Regal Rexnord
RRX
$9.03B
$844K 0.01%
5,821
-5,861
VTIP icon
533
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$843K 0.01%
16,764
FDVV icon
534
Fidelity High Dividend ETF
FDVV
$6.94B
$841K 0.01%
16,167
FR icon
535
First Industrial Realty Trust
FR
$7.45B
$839K 0.01%
17,432
+809
MTRN icon
536
Materion
MTRN
$2.41B
$822K 0.01%
10,352
-39
FHN icon
537
First Horizon
FHN
$10.8B
$819K 0.01%
38,632
-2,788
SSD icon
538
Simpson Manufacturing
SSD
$7.11B
$817K 0.01%
5,262
+1,200
SIVR icon
539
abrdn Physical Silver Shares ETF
SIVR
$3.08B
$817K 0.01%
23,742
VOOG icon
540
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
$816K 0.01%
2,057
+108
ALGM icon
541
Allegro MicroSystems
ALGM
$4.99B
$812K 0.01%
23,747
+713
SPLV icon
542
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
$805K 0.01%
11,049
-139
CRWS icon
543
Crown Crafts
CRWS
$29.3M
$803K 0.01%
279,796
+684
NWL icon
544
Newell Brands
NWL
$1.33B
$801K 0.01%
148,322
EFG icon
545
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$800K 0.01%
7,144
-111
IGIB icon
546
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$795K 0.01%
14,925
-781
JGRO icon
547
JPMorgan Active Growth ETF
JGRO
$7.52B
$791K 0.01%
9,192
+4,746
FMAR icon
548
FT Vest US Equity Buffer ETF March
FMAR
$895M
$787K 0.01%
+17,547
WMB icon
549
Williams Companies
WMB
$72.8B
$786K 0.01%
12,516
+27
AZEK
550
DELISTED
The AZEK Co
AZEK
$783K 0.01%
14,399
+332
20 21
22
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