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
CDE icon
726
Coeur Mining
CDE
$11.1B
$424K ﹤0.01%
22,600
-142
OSEA icon
727
Harbor International Compounders ETF
OSEA
$531M
$424K ﹤0.01%
14,332
+255
LEG icon
728
Leggett & Platt
LEG
$1.6B
$422K ﹤0.01%
47,569
+47
DOX icon
729
Amdocs
DOX
$8.31B
$420K ﹤0.01%
5,119
-16
BOTZ icon
730
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.03B
$419K ﹤0.01%
11,837
+1,745
EXPD icon
731
Expeditors International
EXPD
$19.8B
$419K ﹤0.01%
3,418
TLT icon
732
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$417K ﹤0.01%
4,664
+570
CTRA icon
733
Coterra Energy
CTRA
$20.6B
$416K ﹤0.01%
17,600
+2,524
TGTX icon
734
TG Therapeutics
TGTX
$5.07B
$415K ﹤0.01%
11,500
-2,000
LH icon
735
Labcorp
LH
$22.5B
$408K ﹤0.01%
1,423
-2
KD icon
736
Kyndryl
KD
$5.95B
$406K ﹤0.01%
13,523
-12,670
ONEQ icon
737
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.32B
$406K ﹤0.01%
4,555
+1
DUOL icon
738
Duolingo
DUOL
$8.82B
$405K ﹤0.01%
1,258
+1
SCHO icon
739
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$402K ﹤0.01%
16,471
-985
EWY icon
740
iShares MSCI South Korea ETF
EWY
$6.97B
$402K ﹤0.01%
5,015
-193
CAVA icon
741
CAVA Group
CAVA
$6.01B
$401K ﹤0.01%
6,631
-28
HELO icon
742
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.5B
$399K ﹤0.01%
6,145
+2,040
IXUS icon
743
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$398K ﹤0.01%
4,817
+682
HYLS icon
744
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$396K ﹤0.01%
+9,412
NXST icon
745
Nexstar Media Group
NXST
$5.84B
$395K ﹤0.01%
2,000
RIVN icon
746
Rivian
RIVN
$21.4B
$394K ﹤0.01%
26,816
-500
WDAY icon
747
Workday
WDAY
$56.6B
$393K ﹤0.01%
1,634
-40
CCL icon
748
Carnival Corp
CCL
$34B
$393K ﹤0.01%
13,595
CP icon
749
Canadian Pacific Kansas City
CP
$66.1B
$388K ﹤0.01%
5,205
-612
IEUR icon
750
iShares Core MSCI Europe ETF
IEUR
$6.81B
$388K ﹤0.01%
5,691
28 29
30
31 32