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
VST icon
651
Vistra
VST
$58.9B
$582K 0.01%
2,968
+248
SDVD icon
652
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$678M
$580K 0.01%
26,824
+12,368
REXR icon
653
Rexford Industrial Realty
REXR
$9.71B
$580K 0.01%
14,105
-51
EUSB icon
654
iShares ESG Advanced Universal USD Bond ETF
EUSB
$680M
$579K 0.01%
13,183
-391
AON icon
655
Aon
AON
$75.7B
$574K 0.01%
1,609
-158
ORI icon
656
Old Republic International
ORI
$11.2B
$573K 0.01%
13,491
-39
TWLO icon
657
Twilio
TWLO
$19.3B
$572K 0.01%
5,713
-21
MANH icon
658
Manhattan Associates
MANH
$10.7B
$571K 0.01%
2,788
-7
FLXR
659
TCW Flexible Income ETF
FLXR
$2.24B
$568K 0.01%
+14,275
FIS icon
660
Fidelity National Information Services
FIS
$34.3B
$566K 0.01%
8,585
-23
ITA icon
661
iShares US Aerospace & Defense ETF
ITA
$11.7B
$562K 0.01%
2,684
+1,207
CSL icon
662
Carlisle Companies
CSL
$13.3B
$562K 0.01%
1,708
-2,408
AR icon
663
Antero Resources
AR
$11B
$561K 0.01%
+16,712
MCO icon
664
Moody's
MCO
$87.4B
$559K 0.01%
1,173
STIP icon
665
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$559K 0.01%
5,406
+581
LOPE icon
666
Grand Canyon Education
LOPE
$4.41B
$558K 0.01%
2,541
EQT icon
667
EQT Corp
EQT
$37.7B
$550K 0.01%
10,104
+293
VCEL icon
668
Vericel Corp
VCEL
$1.97B
$548K 0.01%
17,427
-19
SPOT icon
669
Spotify
SPOT
$119B
$548K 0.01%
785
+67
URI icon
670
United Rentals
URI
$51.3B
$547K 0.01%
573
+10
USIG icon
671
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$545K 0.01%
10,429
+227
MAR icon
672
Marriott International
MAR
$81.8B
$542K 0.01%
2,080
-9
FGD icon
673
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$983M
$541K 0.01%
+18,809
LNG icon
674
Cheniere Energy
LNG
$45.3B
$540K 0.01%
2,295
+956
BILL icon
675
BILL Holdings
BILL
$5.08B
$538K 0.01%
10,164
-203
25 26
27
28 29