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
$8.77B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$62.4M
3
+$35.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.86M

Top Sells

1
+$70.4M
2
+$38.2M
3
+$7.07M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.89M
5
D icon
Dominion Energy
D
+$4.07M

Sector Composition

1 Industrials 12.81%
2 Consumer Staples 9.57%
3 Financials 7.93%
4 Technology 7.55%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$529K 0.01%
15,158
602
$528K 0.01%
11,125
-1,149
603
$527K 0.01%
28,608
-344
604
$524K 0.01%
8,889
+4,513
605
$521K 0.01%
5,914
+692
606
$514K 0.01%
+18,852
607
$514K 0.01%
7,908
608
$509K 0.01%
+20,299
609
$507K 0.01%
7,531
+219
610
$504K 0.01%
4,804
+113
611
$502K 0.01%
23,755
-2,213
612
$499K 0.01%
21,007
+782
613
$495K 0.01%
4,832
+97
614
$494K 0.01%
6,324
-1,924
615
$494K 0.01%
14,046
+291
616
$491K 0.01%
21,400
-24,050
617
$486K 0.01%
11,823
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618
$485K 0.01%
2,399
+132
619
$483K 0.01%
29,867
+1,350
620
$482K 0.01%
4,829
+142
621
$477K 0.01%
6,533
+1,905
622
$475K 0.01%
16,532
-1,546
623
$472K 0.01%
358
-37
624
$471K 0.01%
7,876
-1,689
625
$471K 0.01%
29,504
-770
23 24
25
26 27