SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+2.34%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$3.87B
AUM Growth
+$80.5M
(+2.1%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
48.94%
Holding
1,140
New
82
Increased
349
Reduced
283
Closed
85
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$23M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$19.8M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$14.6M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$3.29M |
| 5 |
Biogen
BIIB
|
+$3.16M |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
+$19.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$19M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.1M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$16.2M |
| 5 |
Coca-Cola
KO
|
+$9.24M |
Sector Composition
| 1 | Industrials | 18.47% |
| 2 | Consumer Staples | 14.24% |
| 3 | Financials | 8.99% |
| 4 | Healthcare | 5.17% |
| 5 | Technology | 4.79% |
