SF
Synovus Financial Portfolio holdings
AUM
$8.74B
1-Year Est. Return
12.78%
1 Year Est. Return
+12.78%
AUM
$8.74B
AUM Growth
+$569M
(+7%)
Holding
974
Top Buys
| 1 | +$20.8M | |
| 2 | +$10.8M | |
| 3 | +$10.1M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.39M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$7.83M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$5.11M | |
| 3 | +$5.08M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.77M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Core S&P 500 ETF
IVV
$730B
| $26M | 0.3% |
38,761
+1,265
|
|
||
52
AT&T
T
$184B
| $25.4M | 0.29% |
899,194
+62,342
|
|
||
53
Walmart
WMT
$881B
| $25.2M | 0.29% |
244,975
+4,055
|
|
||
54
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
| $25.2M | 0.29% |
438,690
+19,233
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.11T
| $25M | 0.29% |
49,645
+1,765
|
|
||
56
RTX Corp
RTX
$235B
| $24.8M | 0.28% |
148,262
+3,411
|
|
||
57
Genuine Parts
GPC
$18.1B
| $24.8M | 0.28% |
178,726
-853
|
|
||
58
Procter & Gamble
PG
$346B
| $24.6M | 0.28% |
160,127
+5,787
|
|
||
59
Vanguard Total International Stock ETF
VXUS
$111B
| $23.2M | 0.27% |
315,641
+27,333
|
|
||
60
IBM
IBM
$288B
| $23M | 0.26% |
81,416
+1,720
|
|
||
61
iShares Core MSCI EAFE ETF
IEFA
$160B
| $22.2M | 0.25% |
254,125
+39,015
|
|
||
62
Abbott
ABT
$224B
| $22M | 0.25% |
164,218
+3,718
|
|
||
63
Caterpillar
CAT
$269B
| $21.8M | 0.25% |
45,606
+3,826
|
|
||
64
Merck
MRK
$260B
| $21.5M | 0.25% |
256,591
-2,141
|
|
||
65
Mastercard
MA
$494B
| $21.5M | 0.25% |
37,705
+47
|
|
||
66
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $19.4M | 0.22% |
136,009
+1,716
|
|
||
67
Duke Energy
DUK
$96.4B
| $18.5M | 0.21% |
149,310
+7,494
|
|
||
68
Eaton
ETN
$134B
| $18.4M | 0.21% |
49,166
+1,157
|
|
||
69
Truist Financial
TFC
$59.5B
| $18M | 0.21% |
393,992
-28,416
|
|
||
70
TJX Companies
TJX
$169B
| $17.7M | 0.2% |
122,486
+3,526
|
|
||
71
John Hancock Multifactor Small Cap ETF
JHSC
$641M
| $17.5M | 0.2% |
418,561
-272
|
|
||
72
Vanguard Dividend Appreciation ETF
VIG
$101B
| $17.3M | 0.2% |
80,116
+3,791
|
|
||
73
Automatic Data Processing
ADP
$103B
| $17.3M | 0.2% |
58,784
-57
|
|
||
74
Goldman Sachs
GS
$248B
| $17.2M | 0.2% |
21,637
+1,438
|
|
||
75
Waste Management
WM
$87.8B
| $17.2M | 0.2% |
77,706
-354
|
|