SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
51
iShares Core S&P 500 ETF
IVV
$764B
$26M 0.3%
38,761
+1,265
T icon
52
AT&T
T
$168B
$25.4M 0.29%
899,194
+62,342
WMT icon
53
Walmart Inc
WMT
$954B
$25.2M 0.29%
244,975
+4,055
COWZ icon
54
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$25.2M 0.29%
438,690
+19,233
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$25M 0.29%
49,645
+1,765
RTX icon
56
RTX Corp
RTX
$267B
$24.8M 0.28%
148,262
+3,411
GPC icon
57
Genuine Parts
GPC
$18.9B
$24.8M 0.28%
178,726
-853
PG icon
58
Procter & Gamble
PG
$339B
$24.6M 0.28%
160,127
+5,787
VXUS icon
59
Vanguard Total International Stock ETF
VXUS
$126B
$23.2M 0.27%
315,641
+27,333
IBM icon
60
IBM
IBM
$284B
$23M 0.26%
81,416
+1,720
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$170B
$22.2M 0.25%
254,125
+39,015
ABT icon
62
Abbott
ABT
$215B
$22M 0.25%
164,218
+3,718
CAT icon
63
Caterpillar
CAT
$305B
$21.8M 0.25%
45,606
+3,826
MRK icon
64
Merck
MRK
$275B
$21.5M 0.25%
256,591
-2,141
MA icon
65
Mastercard
MA
$487B
$21.5M 0.25%
37,705
+47
IWP icon
66
iShares Russell Mid-Cap Growth ETF
IWP
$21.3B
$19.4M 0.22%
136,009
+1,716
DUK icon
67
Duke Energy
DUK
$92.4B
$18.5M 0.21%
149,310
+7,494
ETN icon
68
Eaton
ETN
$130B
$18.4M 0.21%
49,166
+1,157
TFC icon
69
Truist Financial
TFC
$64.6B
$18M 0.21%
393,992
-28,416
TJX icon
70
TJX Companies
TJX
$173B
$17.7M 0.2%
122,486
+3,526
JHSC icon
71
John Hancock Multifactor Small Cap ETF
JHSC
$676M
$17.5M 0.2%
418,561
-272
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$105B
$17.3M 0.2%
80,116
+3,791
ADP icon
73
Automatic Data Processing
ADP
$106B
$17.3M 0.2%
58,784
-57
GS icon
74
Goldman Sachs
GS
$292B
$17.2M 0.2%
21,637
+1,438
WM icon
75
Waste Management
WM
$88.4B
$17.2M 0.2%
77,706
-354
1 2
3
4 5