SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
-0.85%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$3.58B
AUM Growth
+$49.2M
(+1.4%)
Cap. Flow
+$87.7M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
1,021
New
94
Increased
355
Reduced
183
Closed
34
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$24.2M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$17.9M |
| 3 |
iShares MSCI Mexico ETF
EWW
|
+$17.1M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$17M |
| 5 |
Synovus
SNV
|
+$5.04M |
Top Sells
| 1 |
TSS
Total System Services, Inc.
TSS
|
+$27.7M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$17.2M |
| 3 |
Coca-Cola
KO
|
+$16.9M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$13.7M |
| 5 |
Johnson & Johnson
JNJ
|
+$4.48M |
Sector Composition
| 1 | Consumer Staples | 16.89% |
| 2 | Industrials | 16.66% |
| 3 | Financials | 8.55% |
| 4 | Technology | 5.14% |
| 5 | Healthcare | 4.9% |
