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
Z icon
801
Zillow
Z
$18B
$308K ﹤0.01%
4,000
ICOP icon
802
iShares Copper and Metals Mining ETF
ICOP
$109M
$305K ﹤0.01%
8,093
+28
TEVA icon
803
Teva Pharmaceuticals
TEVA
$30.9B
$303K ﹤0.01%
15,005
STZ icon
804
Constellation Brands
STZ
$23.7B
$302K ﹤0.01%
2,240
-339
HWM icon
805
Howmet Aerospace
HWM
$82.3B
$298K ﹤0.01%
+1,520
LBTYK icon
806
Liberty Global Class C
LBTYK
$3.87B
$293K ﹤0.01%
24,914
-96
EQIX icon
807
Equinix
EQIX
$74B
$289K ﹤0.01%
369
-3
EMN icon
808
Eastman Chemical
EMN
$7.08B
$288K ﹤0.01%
4,561
+400
ROBT icon
809
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$657M
$284K ﹤0.01%
5,361
CHKP icon
810
Check Point Software Technologies
CHKP
$20.1B
$282K ﹤0.01%
1,363
BSCQ icon
811
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$280K ﹤0.01%
14,338
-56
OSK icon
812
Oshkosh
OSK
$8.11B
$280K ﹤0.01%
2,158
-107
FYC icon
813
First Trust Small Cap Growth AlphaDEX Fund
FYC
$674M
$280K ﹤0.01%
3,079
-207
GNMA icon
814
iShares GNMA Bond ETF
GNMA
$378M
$279K ﹤0.01%
6,302
STPZ icon
815
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$436M
$279K ﹤0.01%
5,150
SPSM icon
816
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
$279K ﹤0.01%
6,014
-733
JCI icon
817
Johnson Controls International
JCI
$71.1B
$278K ﹤0.01%
2,529
+219
XYZ
818
Block Inc
XYZ
$40.6B
$278K ﹤0.01%
3,844
TLN
819
Talen Energy Corp
TLN
$18B
$277K ﹤0.01%
+652
GDOT icon
820
Green Dot
GDOT
$698M
$276K ﹤0.01%
20,559
GCOW icon
821
Pacer Global Cash Cows Dividend ETF
GCOW
$2.61B
$276K ﹤0.01%
+6,962
VPU icon
822
Vanguard Utilities ETF
VPU
$8.16B
$275K ﹤0.01%
1,454
+292
L icon
823
Loews
L
$22.3B
$273K ﹤0.01%
2,716
MPX icon
824
Marine Products Corp
MPX
$296M
$271K ﹤0.01%
30,565
SPGP icon
825
Invesco S&P 500 GARP ETF
SPGP
$2.44B
$271K ﹤0.01%
2,379
-6,631
31 32
33
34 35