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
CHRD icon
601
Chord Energy
CHRD
$4.97B
$642K 0.01%
6,632
+230
SCHM icon
602
Schwab US Mid-Cap ETF
SCHM
$13.4B
$636K 0.01%
22,676
+5
GBIL icon
603
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
$632K 0.01%
6,303
+3,721
HEI icon
604
HEICO Corp
HEI
$45B
$631K 0.01%
1,925
AON icon
605
Aon
AON
$74.4B
$631K 0.01%
1,767
-1,542
PCOR icon
606
Procore
PCOR
$12B
$626K 0.01%
9,156
+3,294
BP icon
607
BP
BP
$93.6B
$622K 0.01%
20,760
-4,147
SYF icon
608
Synchrony
SYF
$26.4B
$621K 0.01%
9,305
+82
KAI icon
609
Kadant
KAI
$3.17B
$621K 0.01%
1,956
+41
JPIN icon
610
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$618K 0.01%
9,636
-416
ADM icon
611
Archer Daniels Midland
ADM
$27.4B
$618K 0.01%
11,712
-306
CALF icon
612
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.98B
$613K 0.01%
15,399
-15,825
DAL icon
613
Delta Air Lines
DAL
$38.4B
$611K 0.01%
12,431
-47,665
JMOM icon
614
JPMorgan US Momentum Factor ETF
JMOM
$1.83B
$610K 0.01%
9,479
-2,824
TXT icon
615
Textron
TXT
$14.5B
$609K 0.01%
7,588
+215
SPGI icon
616
S&P Global
SPGI
$150B
$609K 0.01%
1,154
-2,217
USMV icon
617
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$608K 0.01%
6,477
+916
XLI icon
618
Industrial Select Sector SPDR Fund
XLI
$23.7B
$606K 0.01%
4,106
-30
DLN icon
619
WisdomTree US LargeCap Dividend Fund
DLN
$5.37B
$606K 0.01%
7,370
-11
TSCO icon
620
Tractor Supply
TSCO
$28.8B
$605K 0.01%
11,461
-656
ACHR icon
621
Archer Aviation
ACHR
$5.3B
$600K 0.01%
55,344
+1,000
ATO icon
622
Atmos Energy
ATO
$28.4B
$599K 0.01%
3,888
-10,258
MEG icon
623
Montrose Environmental
MEG
$916M
$596K 0.01%
27,233
+15,000
EMXC icon
624
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
$593K 0.01%
9,385
-377
EUSB icon
625
iShares ESG Advanced Universal USD Bond ETF
EUSB
$695M
$591K 0.01%
13,574
23 24
25
26 27