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
776
$216K ﹤0.01%
8,501
-246
777
$216K ﹤0.01%
+11,306
778
$216K ﹤0.01%
+1,500
779
$215K ﹤0.01%
1,102
+16
780
$213K ﹤0.01%
4,003
+1,051
781
$211K ﹤0.01%
868
+18
782
$211K ﹤0.01%
+2,392
783
$211K ﹤0.01%
+4,937
784
$207K ﹤0.01%
8,540
+97
785
$207K ﹤0.01%
616
786
$206K ﹤0.01%
9,489
787
$205K ﹤0.01%
+3,223
788
$202K ﹤0.01%
2,585
-58
789
$202K ﹤0.01%
47,903
790
$202K ﹤0.01%
+3,660
791
$201K ﹤0.01%
7,915
-443
792
$201K ﹤0.01%
+1,017
793
$201K ﹤0.01%
+2,407
794
$200K ﹤0.01%
3,968
+20
795
$200K ﹤0.01%
+4,366
796
$200K ﹤0.01%
+1,200
797
$200K ﹤0.01%
+5,281
798
$198K ﹤0.01%
14,951
+52
799
$191K ﹤0.01%
41,308
800
$190K ﹤0.01%
7,937
-2,871
30 31
32
33 34