SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+7.15%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$7.48B
AUM Growth
+$583M
(+8.4%)
Cap. Flow
+$131M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
1,628
New
24
Increased
363
Reduced
270
Closed
927
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$94.7M |
| 2 |
Coca-Cola
KO
|
+$86M |
| 3 |
SPDR Gold Trust
GLD
|
+$24.6M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$11.7M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.8M |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
+$101M |
| 2 |
Global Payments
GPN
|
+$46.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$29.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$8.55M |
| 5 |
Apple
AAPL
|
+$8.42M |
Sector Composition
| 1 | Industrials | 22.92% |
| 2 | Consumer Staples | 9.11% |
| 3 | Technology | 7.1% |
| 4 | Financials | 5.96% |
| 5 | Healthcare | 4.97% |
