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
MOAT icon
651
VanEck Morningstar Wide Moat ETF
MOAT
$15.3B
$531K 0.01%
5,659
-112
VST icon
652
Vistra
VST
$64.7B
$527K 0.01%
2,720
-50
USIG icon
653
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$525K 0.01%
10,202
+156
ORI icon
654
Old Republic International
ORI
$10.2B
$520K 0.01%
13,530
+313
NEAR icon
655
iShares Short Maturity Bond ETF
NEAR
$3.58B
$519K 0.01%
10,165
+6,098
DUOL icon
656
Duolingo
DUOL
$9.3B
$515K 0.01%
1,257
+37
IWB icon
657
iShares Russell 1000 ETF
IWB
$45.1B
$513K 0.01%
1,510
-303
URA icon
658
Global X Uranium ETF
URA
$5.07B
$509K 0.01%
+13,125
MAS icon
659
Masco
MAS
$12.9B
$509K 0.01%
7,901
-6,741
TAP icon
660
Molson Coors Class B
TAP
$9.16B
$508K 0.01%
10,563
+577
CBRL icon
661
Cracker Barrel
CBRL
$707M
$507K 0.01%
8,300
XBI icon
662
State Street SPDR S&P Biotech ETF
XBI
$6.31B
$507K 0.01%
6,107
-389
REXR icon
663
Rexford Industrial Realty
REXR
$9.74B
$504K 0.01%
14,156
+518
FDL icon
664
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.7B
$500K 0.01%
11,938
+328
XLG icon
665
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$498K 0.01%
9,568
-1,006
IPAR icon
666
Interparfums
IPAR
$2.8B
$498K 0.01%
3,793
-1,773
IBIT icon
667
iShares Bitcoin Trust
IBIT
$79.3B
$498K 0.01%
8,136
+2,583
STIP icon
668
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$497K 0.01%
4,825
+246
FXH icon
669
First Trust Health Care AlphaDEX Fund
FXH
$933M
$491K 0.01%
4,734
-9
TGTX icon
670
TG Therapeutics
TGTX
$5.12B
$486K 0.01%
13,500
-4,500
DGRW icon
671
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$481K 0.01%
5,749
+676
LOPE icon
672
Grand Canyon Education
LOPE
$4.65B
$480K 0.01%
2,541
+65
HEFA icon
673
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.7B
$480K 0.01%
12,640
BILL icon
674
BILL Holdings
BILL
$4.58B
$480K 0.01%
10,367
+480
VLUE icon
675
iShares MSCI USA Value Factor ETF
VLUE
$8.42B
$476K 0.01%
+4,205
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