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
REGN icon
701
Regeneron Pharmaceuticals
REGN
$82.4B
$432K 0.01%
822
-1,275
ACGL icon
702
Arch Capital
ACGL
$35.4B
$428K 0.01%
4,696
+84
IDU icon
703
iShares US Utilities ETF
IDU
$1.43B
$427K 0.01%
4,079
+9
SCHO icon
704
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$426K 0.01%
17,456
+1,222
DKNG icon
705
DraftKings
DKNG
$11B
$425K 0.01%
9,911
+2,132
PAVE icon
706
Global X US Infrastructure Development ETF
PAVE
$12.3B
$425K 0.01%
9,750
+1,543
URI icon
707
United Rentals
URI
$57.3B
$424K 0.01%
563
-47
LEG icon
708
Leggett & Platt
LEG
$1.62B
$424K 0.01%
47,522
+68
ACWI icon
709
iShares MSCI ACWI ETF
ACWI
$27.9B
$421K 0.01%
3,271
-1,245
STZ icon
710
Constellation Brands
STZ
$27.1B
$420K 0.01%
2,579
-1,620
AIRR icon
711
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.74B
$420K 0.01%
5,158
-2,767
SPEM icon
712
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$420K 0.01%
9,824
+2
SPIB icon
713
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$419K 0.01%
12,477
-2,762
TEAM icon
714
Atlassian
TEAM
$20B
$415K 0.01%
2,044
-117
HPE icon
715
Hewlett Packard
HPE
$28.4B
$413K 0.01%
20,187
-119,027
OSEA icon
716
Harbor International Compounders ETF
OSEA
$503M
$412K 0.01%
14,077
+778
VIOO icon
717
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.44B
$408K 0.01%
4,030
-13
WBD icon
718
Warner Bros
WBD
$71.3B
$408K 0.01%
35,595
-7,420
ATLC icon
719
Atlanticus Holdings
ATLC
$825M
$404K ﹤0.01%
7,380
ARW icon
720
Arrow Electronics
ARW
$8.02B
$404K ﹤0.01%
3,170
+41
FISR icon
721
State Street Fixed Income Sector Rotation ETF
FISR
$355M
$403K ﹤0.01%
15,605
+856
WDAY icon
722
Workday
WDAY
$36.2B
$402K ﹤0.01%
1,674
-1,348
ESGU icon
723
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$398K ﹤0.01%
2,940
+1,222
FIVN icon
724
FIVE9
FIVN
$1.51B
$396K ﹤0.01%
14,943
-5,486
PFL
725
PIMCO Income Strategy Fund
PFL
$380M
$393K ﹤0.01%
47,151
-1,107
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29
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