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
SHOO icon
576
Steven Madden
SHOO
$3.12B
$775K 0.01%
23,142
-132
EFG icon
577
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$770K 0.01%
6,762
-382
SCHA icon
578
Schwab U.S Small- Cap ETF
SCHA
$19.1B
$770K 0.01%
27,590
-980
EG icon
579
Everest Group
EG
$13.1B
$765K 0.01%
2,184
-9
MUFG icon
580
Mitsubishi UFJ Financial
MUFG
$181B
$760K 0.01%
47,709
+128
PAR icon
581
PAR Technology
PAR
$1.39B
$757K 0.01%
+19,125
STX icon
582
Seagate
STX
$58.8B
$753K 0.01%
3,188
+708
SPYM
583
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.7B
$751K 0.01%
9,592
+546
ATR icon
584
AptarGroup
ATR
$8.09B
$751K 0.01%
5,615
-4,004
MEG icon
585
Montrose Environmental
MEG
$900M
$748K 0.01%
27,233
IGM icon
586
iShares Expanded Tech Sector ETF
IGM
$8.94B
$744K 0.01%
5,909
-216
OXY icon
587
Occidental Petroleum
OXY
$41.7B
$744K 0.01%
15,746
-1,223
IYY icon
588
iShares Dow Jones US ETF
IYY
$2.72B
$740K 0.01%
4,551
+86
VLTO icon
589
Veralto
VLTO
$25.1B
$739K 0.01%
6,931
-551
SNPS icon
590
Synopsys
SNPS
$81.4B
$737K 0.01%
1,493
-8,629
DFAI icon
591
Dimensional International Core Equity Market ETF
DFAI
$12.2B
$734K 0.01%
20,182
PSK icon
592
State Street SPDR ICE Preferred Securities ETF
PSK
$780M
$724K 0.01%
21,889
-97
FTHI icon
593
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.78B
$723K 0.01%
+30,473
EVRG icon
594
Evergy
EVRG
$17.4B
$720K 0.01%
9,474
-33
MGC icon
595
Vanguard Mega Cap 300 Index ETF
MGC
$9.02B
$716K 0.01%
2,934
+1
EXC icon
596
Exelon
EXC
$46.1B
$713K 0.01%
15,835
-112
QTEC icon
597
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.94B
$712K 0.01%
3,102
-131
PGR icon
598
Progressive
PGR
$134B
$710K 0.01%
2,876
+120
GSST icon
599
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.17B
$709K 0.01%
13,979
+79
RBA icon
600
RB Global
RBA
$18.2B
$707K 0.01%
6,528
-37
22 23
24
25 26