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
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$32.2M
3
+$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1
+$18M
2
+$17.4M
3
+$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMN icon
776
Eastman Chemical
EMN
$6.99B
$311K ﹤0.01%
4,161
MWA icon
777
Mueller Water Products
MWA
$3.74B
$308K ﹤0.01%
12,829
VTWO icon
778
Vanguard Russell 2000 ETF
VTWO
$12.7B
$304K ﹤0.01%
3,487
+6
XLC icon
779
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$304K ﹤0.01%
2,797
-10
SRLN icon
780
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$303K ﹤0.01%
7,288
+2,057
AG icon
781
First Majestic Silver
AG
$5.59B
$302K ﹤0.01%
36,553
-3,299
CHKP icon
782
Check Point Software Technologies
CHKP
$21.5B
$302K ﹤0.01%
1,363
-10
ILCV icon
783
iShares Morningstar Value ETF
ILCV
$1.13B
$300K ﹤0.01%
3,595
-5,307
RJF icon
784
Raymond James Financial
RJF
$32.3B
$300K ﹤0.01%
1,955
-1,936
FDS icon
785
Factset
FDS
$9.83B
$299K ﹤0.01%
668
SDVD icon
786
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$622M
$297K ﹤0.01%
14,456
+1,695
EQIX icon
787
Equinix
EQIX
$81B
$296K ﹤0.01%
372
+1
FPX icon
788
First Trust US Equity Opportunities ETF
FPX
$1.14B
$290K ﹤0.01%
2,003
SPSM icon
789
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$287K ﹤0.01%
6,747
+3
ALGN icon
790
Align Technology
ALGN
$9.67B
$287K ﹤0.01%
1,517
WST icon
791
West Pharmaceutical
WST
$19.5B
$286K ﹤0.01%
1,307
-23
ES icon
792
Eversource Energy
ES
$27.4B
$283K ﹤0.01%
+4,447
ARKK icon
793
ARK Innovation ETF
ARKK
$8.43B
$283K ﹤0.01%
+4,021
BSCQ icon
794
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$281K ﹤0.01%
14,394
+138
Z icon
795
Zillow
Z
$17.7B
$280K ﹤0.01%
4,000
ITA icon
796
iShares US Aerospace & Defense ETF
ITA
$11.5B
$279K ﹤0.01%
1,477
-397
STPZ icon
797
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$448M
$277K ﹤0.01%
5,150
GNMA icon
798
iShares GNMA Bond ETF
GNMA
$370M
$277K ﹤0.01%
6,302
CALM icon
799
Cal-Maine
CALM
$4.3B
$275K ﹤0.01%
2,758
+239
ATEN icon
800
A10 Networks
ATEN
$1.24B
$274K ﹤0.01%
14,154
+49
30 31
32
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