SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
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
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

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
OXY icon
576
Occidental Petroleum
OXY
$51.1B
$713K 0.01%
16,969
-722
PNW icon
577
Pinnacle West Capital
PNW
$11.8B
$704K 0.01%
7,872
+333
GSST icon
578
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.41B
$703K 0.01%
13,900
+80
FIS icon
579
Fidelity National Information Services
FIS
$25.4B
$701K 0.01%
8,608
+213
PSK icon
580
State Street SPDR ICE Preferred Securities ETF
PSK
$768M
$698K 0.01%
21,986
+763
DFAI icon
581
Dimensional International Core Equity Market ETF
DFAI
$14.7B
$698K 0.01%
20,182
+1,180
RBA icon
582
RB Global
RBA
$19.2B
$697K 0.01%
+6,565
VHT icon
583
Vanguard Health Care ETF
VHT
$17.4B
$697K 0.01%
2,798
+70
EXC icon
584
Exelon
EXC
$48.9B
$692K 0.01%
15,947
+5,904
IGM icon
585
iShares Expanded Tech Sector ETF
IGM
$8.35B
$688K 0.01%
6,125
-59
QTEC icon
586
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.89B
$688K 0.01%
3,233
-158
IYY icon
587
iShares Dow Jones US ETF
IYY
$2.77B
$674K 0.01%
4,465
+6
FNDF icon
588
Schwab Fundamental International Large Company Index ETF
FNDF
$22.6B
$672K 0.01%
16,786
+1,912
ARLO icon
589
Arlo Technologies
ARLO
$1.23B
$671K 0.01%
39,587
AIR icon
590
AAR Corp
AIR
$4.63B
$670K 0.01%
9,737
+310
NLR icon
591
VanEck Uranium + Nuclear Energy ETF
NLR
$4.83B
$661K 0.01%
+5,947
RWR icon
592
State Street SPDR Dow Jones REIT ETF
RWR
$1.76B
$660K 0.01%
6,835
+126
MGC icon
593
Vanguard Mega Cap 300 Index ETF
MGC
$9.47B
$660K 0.01%
2,933
-31
SPYM
594
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$658K 0.01%
9,046
+832
EVRG icon
595
Evergy
EVRG
$18.5B
$655K 0.01%
9,507
+264
APO icon
596
Apollo Global Management
APO
$69.3B
$654K 0.01%
4,610
-7
MUFG icon
597
Mitsubishi UFJ Financial
MUFG
$219B
$653K 0.01%
47,581
-14,788
RCL icon
598
Royal Caribbean
RCL
$85.2B
$652K 0.01%
2,083
+23
UFPI icon
599
UFP Industries
UFPI
$6.39B
$647K 0.01%
6,511
+330
VCYT icon
600
Veracyte
VCYT
$2.82B
$647K 0.01%
23,923
+1,337
22 23
24
25 26