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
$8.95B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$27.2M
3
+$23.8M
4
SO icon
Southern Company
SO
+$19.9M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19.7M

Top Sells

1
+$76.2M
2
+$34.8M
3
+$23.8M
4
MBB icon
iShares MBS ETF
MBB
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.13M

Sector Composition

1 Industrials 21.87%
2 Consumer Staples 8.19%
3 Financials 7.99%
4 Technology 7.19%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$186K ﹤0.01%
18,169
+1,265
727
$184K ﹤0.01%
19,151
-5,111
728
$177K ﹤0.01%
15,407
-200
729
$170K ﹤0.01%
14,086
+176
730
$164K ﹤0.01%
5,722
731
$158K ﹤0.01%
12,506
+104
732
$149K ﹤0.01%
11,106
-2,686
733
$146K ﹤0.01%
+10,531
734
$146K ﹤0.01%
27,800
735
$114K ﹤0.01%
3,533
736
$108K ﹤0.01%
+11,008
737
$107K ﹤0.01%
+11,062
738
$105K ﹤0.01%
5,204
+1,333
739
$100K ﹤0.01%
185
740
$91K ﹤0.01%
13,534
741
$69K ﹤0.01%
1,871
742
$62K ﹤0.01%
+11,567
743
– –
-28,590
744
– –
-3,180
745
– –
-11,924
746
– –
-6,173
747
– –
-9,737
748
– –
-1,969
749
– –
-5,763
750
– –
-2,673
28 29
30
31 32