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
$8.17B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$78.9M
2
+$33.2M
3
+$13.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.36M
5
DOX icon
Amdocs
DOX
+$3.3M

Top Sells

1
+$29.1M
2
+$24.5M
3
+$8.75M
4
SO icon
Southern Company
SO
+$8.55M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.18M

Sector Composition

1 Industrials 14.03%
2 Consumer Staples 9.09%
3 Technology 7.72%
4 Financials 7.56%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$244K ﹤0.01%
2,723
-540
752
$244K ﹤0.01%
4,507
+414
753
$243K ﹤0.01%
10,774
+150
754
$242K ﹤0.01%
6,123
-835
755
$241K ﹤0.01%
2,775
+94
756
$239K ﹤0.01%
3,596
+54
757
$238K ﹤0.01%
3,010
-1,476
758
$234K ﹤0.01%
12,390
-3,474
759
$233K ﹤0.01%
10,548
+93
760
$230K ﹤0.01%
5,966
+214
761
$228K ﹤0.01%
+1,369
762
$228K ﹤0.01%
+3,753
763
$227K ﹤0.01%
5,238
+34
764
$226K ﹤0.01%
19,047
+602
765
$225K ﹤0.01%
2,476
766
$222K ﹤0.01%
7,529
767
$219K ﹤0.01%
5,805
768
$218K ﹤0.01%
8,250
769
$218K ﹤0.01%
3,480
+45
770
$217K ﹤0.01%
39,468
771
$217K ﹤0.01%
13,831
-1,741
772
$217K ﹤0.01%
+4,006
773
$217K ﹤0.01%
+5,287
774
$217K ﹤0.01%
+8,232
775
$216K ﹤0.01%
+2,373
29 30
31
32 33