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
751
– –
-1,674
752
– –
-6,741
753
– –
-3,221
754
– –
-3,438
755
– –
-5,995
756
– –
-727
757
– –
-3,858
758
– –
-3,259
759
– –
-14,650
760
– –
-3,780
761
– –
-11,587
762
– –
-23,272
763
– –
-6,952
764
– –
-48,490
765
– –
-2,093
766
– –
-3,795
767
– –
-10,503
768
– –
-6,815
769
– –
-1,446
770
– –
-5,304
771
– –
-5,285
772
– –
-688
773
– –
-7,301
774
– –
-27,716
775
– –
-1,912
29 30
31
32 33