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
PNW icon
601
Pinnacle West Capital
PNW
$10.7B
$704K 0.01%
7,848
-24
FNDF icon
602
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$701K 0.01%
16,322
-464
ADM icon
603
Archer Daniels Midland
ADM
$29.1B
$697K 0.01%
11,669
-43
CTVA icon
604
Corteva
CTVA
$45B
$692K 0.01%
10,236
-111
ALGM icon
605
Allegro MicroSystems
ALGM
$4.81B
$691K 0.01%
23,670
-77
BP icon
606
BP
BP
$93.2B
$688K 0.01%
19,959
-801
DAL icon
607
Delta Air Lines
DAL
$41.9B
$686K 0.01%
12,093
-338
CHE icon
608
Chemed
CHE
$6.18B
$686K 0.01%
1,533
-523
JMOM icon
609
JPMorgan US Momentum Factor ETF
JMOM
$1.72B
$678K 0.01%
9,976
+497
REVG icon
610
REV Group
REVG
$2.56B
$677K 0.01%
11,939
-16,701
SPXC icon
611
SPX Corp
SPXC
$10.4B
$671K 0.01%
3,591
-900
ATO icon
612
Atmos Energy
ATO
$27.8B
$664K 0.01%
3,888
TSCO icon
613
Tractor Supply
TSCO
$28.4B
$660K 0.01%
11,603
+142
SYF icon
614
Synchrony
SYF
$28.1B
$659K 0.01%
9,270
-35
SCHM icon
615
Schwab US Mid-Cap ETF
SCHM
$12.1B
$658K 0.01%
22,185
-491
MOAT icon
616
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
$656K 0.01%
6,620
+961
LHX icon
617
L3Harris
LHX
$50.9B
$652K 0.01%
2,131
+601
LEU icon
618
Centrus Energy
LEU
$4.58B
$650K 0.01%
2,097
CDW icon
619
CDW
CDW
$18.6B
$650K 0.01%
4,079
-3,369
ARLO icon
620
Arlo Technologies
ARLO
$1.51B
$649K 0.01%
38,287
-1,300
JPIN icon
621
JPMorgan Diversified Return International Equity ETF
JPIN
$368M
$644K 0.01%
9,662
+26
GBIL icon
622
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
$643K 0.01%
6,415
+112
CALF icon
623
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.72B
$639K 0.01%
14,589
-810
TXT icon
624
Textron
TXT
$14.5B
$638K 0.01%
7,556
-32
XLI icon
625
Industrial Select Sector SPDR Fund
XLI
$23.9B
$634K 0.01%
4,111
+5
23 24
25
26 27