SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+3.11%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$4.41B
AUM Growth
+$153M
(+3.6%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
51.4%
Holding
1,139
New
101
Increased
354
Reduced
329
Closed
45
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$36.4M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$23.9M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$18.4M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$17M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$15.5M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$18.2M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
+$17.7M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$14M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$13.9M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.2M |
Sector Composition
| 1 | Industrials | 19.2% |
| 2 | Consumer Staples | 12.48% |
| 3 | Financials | 9.54% |
| 4 | Healthcare | 4.82% |
| 5 | Technology | 4.37% |
