SF

Synovus Financial Portfolio holdings

AUM $8.17B
1-Year Return 14.09%
This Quarter Return
+4.08%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$4.99B
AUM Growth
+$208M
Cap. Flow
+$25.7M
Cap. Flow %
0.51%
Top 10 Hldgs %
51.19%
Holding
1,256
New
119
Increased
411
Reduced
163
Closed
480

Sector Composition

1 Industrials 19.89%
2 Consumer Staples 11.37%
3 Financials 9.5%
4 Healthcare 4.97%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VBR icon
676
Vanguard Small-Cap Value ETF
VBR
$31.4B
$37K ﹤0.01%
+305
New +$37K
VV icon
677
Vanguard Large-Cap ETF
VV
$44.7B
$37K ﹤0.01%
+333
New +$37K
BLV icon
678
Vanguard Long-Term Bond ETF
BLV
$5.67B
$34K ﹤0.01%
359
+296
+470% +$28K
DGRE icon
679
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$129M
$34K ﹤0.01%
+1,400
New +$34K
XLRE icon
680
Real Estate Select Sector SPDR Fund
XLRE
$7.7B
$34K ﹤0.01%
1,101
-319
-22% -$9.85K
FNCL icon
681
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
$33K ﹤0.01%
+909
New +$33K
IXG icon
682
iShares Global Financials ETF
IXG
$576M
$33K ﹤0.01%
523
RDS.B
683
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$31K ﹤0.01%
567
DBEU icon
684
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$699M
$30K ﹤0.01%
1,090
+350
+47% +$9.63K
NWS icon
685
News Corp Class B
NWS
$18.5B
$29K ﹤0.01%
2,035
EWS icon
686
iShares MSCI Singapore ETF
EWS
$802M
$28K ﹤0.01%
1,200
EUFN icon
687
iShares MSCI Europe Financials ETF
EUFN
$4.4B
$27K ﹤0.01%
1,253
+22
+2% +$474
IBND icon
688
SPDR Bloomberg International Corporate Bond ETF
IBND
$464M
$27K ﹤0.01%
+844
New +$27K
IYC icon
689
iShares US Consumer Discretionary ETF
IYC
$1.74B
$27K ﹤0.01%
660
+460
+230% +$18.8K
FTR
690
DELISTED
Frontier Communications Corp.
FTR
$27K ﹤0.01%
1,600
+597
+60% +$10.1K
DTD icon
691
WisdomTree US Total Dividend Fund
DTD
$1.44B
$26K ﹤0.01%
+600
New +$26K
IEI icon
692
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
$26K ﹤0.01%
+207
New +$26K
DBJP icon
693
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$403M
$24K ﹤0.01%
614
+13
+2% +$508
SHM icon
694
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$24K ﹤0.01%
500
-2,000
-80% -$96K
DWTR
695
DELISTED
Invesco DWA Tactical Sector Rotation ETF
DWTR
$24K ﹤0.01%
966
PGX icon
696
Invesco Preferred ETF
PGX
$3.94B
$23K ﹤0.01%
1,485
+45
+3% +$697
XTL icon
697
SPDR S&P Telecom ETF
XTL
$149M
$22K ﹤0.01%
+300
New +$22K
DHS icon
698
WisdomTree US High Dividend Fund
DHS
$1.29B
$21K ﹤0.01%
+300
New +$21K
EES icon
699
WisdomTree US SmallCap Earnings Fund
EES
$633M
$20K ﹤0.01%
+600
New +$20K
EFV icon
700
iShares MSCI EAFE Value ETF
EFV
$28B
$20K ﹤0.01%
+386
New +$20K