SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
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
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

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
SOLV icon
676
Solventum
SOLV
$12.7B
$476K 0.01%
6,279
-1,072
YUMC icon
677
Yum China
YUMC
$18.9B
$476K 0.01%
10,645
-1,449
LKQ icon
678
LKQ Corp
LKQ
$8.73B
$474K 0.01%
12,810
-944
SGOV icon
679
iShares 0-3 Month Treasury Bond ETF
SGOV
$73.3B
$473K 0.01%
4,695
+174
TAXF icon
680
American Century Diversified Municipal Bond ETF
TAXF
$567M
$472K 0.01%
9,653
-662
DXJ icon
681
WisdomTree Japan Hedged Equity Fund
DXJ
$6.52B
$472K 0.01%
4,126
-2,115
XEL icon
682
Xcel Energy
XEL
$48.2B
$471K 0.01%
6,921
+85
CNC icon
683
Centene
CNC
$21.3B
$471K 0.01%
8,678
+3,642
THRM icon
684
Gentherm
THRM
$1.04B
$471K 0.01%
+16,637
DOX icon
685
Amdocs
DOX
$7.57B
$469K 0.01%
5,135
+73
VTEB icon
686
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.8B
$467K 0.01%
9,533
-636
VICI icon
687
VICI Properties
VICI
$32.2B
$464K 0.01%
14,222
-224
GEN icon
688
Gen Digital
GEN
$13.5B
$463K 0.01%
15,750
+538
CP icon
689
Canadian Pacific Kansas City
CP
$76.4B
$461K 0.01%
5,817
-6,443
BMI icon
690
Badger Meter
BMI
$4.7B
$461K 0.01%
1,881
+526
MEDP icon
691
Medpace
MEDP
$12.9B
$453K 0.01%
1,442
-1,207
IJT icon
692
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.81B
$447K 0.01%
3,358
-133
AER icon
693
AerCap
AER
$24.6B
$444K 0.01%
3,797
-2,717
FTV icon
694
Fortive
FTV
$18.3B
$442K 0.01%
8,478
-3,246
GXO icon
695
GXO Logistics
GXO
$7.51B
$441K 0.01%
9,059
+262
XSD icon
696
State Street SPDR S&P Semiconductor ETF
XSD
$1.77B
$441K 0.01%
+1,719
PHB icon
697
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$406M
$440K 0.01%
23,811
+392
RFG icon
698
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$323M
$439K 0.01%
8,996
+22
SHM icon
699
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$435K 0.01%
9,097
+42
USFD icon
700
US Foods
USFD
$21.3B
$432K 0.01%
5,613
+84
26 27
28
29 30