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
STE icon
676
Steris
STE
$25.9B
$538K 0.01%
2,173
-241
PAVE icon
677
Global X US Infrastructure Development ETF
PAVE
$9.79B
$537K 0.01%
11,272
+1,522
SHOP icon
678
Shopify
SHOP
$199B
$536K 0.01%
3,606
+353
ACHR icon
679
Archer Aviation
ACHR
$5.6B
$535K 0.01%
55,844
+500
IJT icon
680
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.39B
$532K 0.01%
3,758
+400
VLUE icon
681
iShares MSCI USA Value Factor ETF
VLUE
$8.76B
$528K 0.01%
4,221
+16
HAL icon
682
Halliburton
HAL
$22.6B
$525K 0.01%
21,327
-101,967
VICI icon
683
VICI Properties
VICI
$30.4B
$520K 0.01%
15,944
+1,722
XEL icon
684
Xcel Energy
XEL
$47.5B
$520K 0.01%
6,442
-479
FXH icon
685
First Trust Health Care AlphaDEX Fund
FXH
$951M
$518K 0.01%
4,721
-13
ITM icon
686
VanEck Intermediate Muni ETF
ITM
$2.08B
$504K 0.01%
10,825
+2,552
ABNB icon
687
Airbnb
ABNB
$72.2B
$501K 0.01%
4,127
+24
HEFA icon
688
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.59B
$501K 0.01%
12,640
AIRR icon
689
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.07B
$493K 0.01%
5,095
-63
HPE icon
690
Hewlett Packard
HPE
$28.9B
$488K 0.01%
19,861
-326
MAS icon
691
Masco
MAS
$13.5B
$486K 0.01%
6,902
-999
TAXF icon
692
American Century Diversified Municipal Bond ETF
TAXF
$535M
$486K 0.01%
9,670
+17
DXJ icon
693
WisdomTree Japan Hedged Equity Fund
DXJ
$4.81B
$482K 0.01%
3,761
-365
GXO icon
694
GXO Logistics
GXO
$5.78B
$476K 0.01%
9,008
-51
WY icon
695
Weyerhaeuser
WY
$16.1B
$473K 0.01%
19,073
-1,697
DGRW icon
696
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$467K 0.01%
5,250
-499
IGLD icon
697
FT Vest Gold Strategy Target Income ETF
IGLD
$435M
$467K 0.01%
+19,493
VTEB icon
698
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$464K 0.01%
9,265
-268
TAP icon
699
Molson Coors Class B
TAP
$9.3B
$463K 0.01%
10,231
-332
IAT icon
700
iShares US Regional Banks ETF
IAT
$546M
$461K 0.01%
8,765
+2,380
26 27
28
29 30