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
QQQM icon
776
Invesco NASDAQ 100 ETF
QQQM
$70B
$346K ﹤0.01%
+1,397
FLO icon
777
Flowers Foods
FLO
$2.29B
$345K ﹤0.01%
26,425
+6,400
IR icon
778
Ingersoll Rand
IR
$31.9B
$343K ﹤0.01%
4,156
WST icon
779
West Pharmaceutical
WST
$20.1B
$343K ﹤0.01%
1,307
ARKK icon
780
ARK Innovation ETF
ARKK
$7.6B
$343K ﹤0.01%
3,970
-51
BWZ icon
781
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$386M
$341K ﹤0.01%
+12,273
IHI icon
782
iShares US Medical Devices ETF
IHI
$4.32B
$341K ﹤0.01%
5,676
+5
AFLG icon
783
First Trust Active Factor Large Cap ETF
AFLG
$481M
$340K ﹤0.01%
+8,747
AWK icon
784
American Water Works
AWK
$25.6B
$339K ﹤0.01%
+2,435
RJF icon
785
Raymond James Financial
RJF
$30.8B
$337K ﹤0.01%
1,955
FYX icon
786
First Trust Small Cap Core AlphaDEX Fund
FYX
$919M
$337K ﹤0.01%
3,088
-465
IGF icon
787
iShares Global Infrastructure ETF
IGF
$8.92B
$334K ﹤0.01%
5,472
FPX icon
788
First Trust US Equity Opportunities ETF
FPX
$1.16B
$333K ﹤0.01%
2,003
XLC icon
789
The Communication Services Select Sector SPDR Fund
XLC
$26.2B
$331K ﹤0.01%
2,798
+1
BUG icon
790
Global X Cybersecurity ETF
BUG
$995M
$331K ﹤0.01%
9,394
MWA icon
791
Mueller Water Products
MWA
$3.78B
$327K ﹤0.01%
12,829
XLB icon
792
Materials Select Sector SPDR Fund
XLB
$5.19B
$327K ﹤0.01%
3,652
+5
CMCO icon
793
Columbus McKinnon
CMCO
$472M
$327K ﹤0.01%
22,814
-120
ILCV icon
794
iShares Morningstar Value ETF
ILCV
$1.16B
$325K ﹤0.01%
3,611
+16
VRT icon
795
Vertiv
VRT
$68.7B
$320K ﹤0.01%
2,124
+34
IHDG icon
796
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$316K ﹤0.01%
6,861
+2,014
ES icon
797
Eversource Energy
ES
$24.8B
$316K ﹤0.01%
4,447
STNE icon
798
StoneCo
STNE
$4.36B
$315K ﹤0.01%
16,635
PPTA
799
Perpetua Resources
PPTA
$3.09B
$312K ﹤0.01%
+15,400
SPG icon
800
Simon Property Group
SPG
$60.6B
$311K ﹤0.01%
1,647
+5
30 31
32
33 34