SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+4.91%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$8.87B
AUM Growth
+$106M
(+1.2%)
Cap. Flow
-$220M
Cap. Flow
% of AUM
-2.48%
Top 10 Holdings %
Top 10 Hldgs %
44.01%
Holding
892
New
33
Increased
251
Reduced
485
Closed
65
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$85.6M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$47.7M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.53M |
| 4 |
Interpublic Group of Companies
IPG
|
$5.04M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.31M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$67.3M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$62.2M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$34M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$29.3M |
| 5 |
SPDR Gold Trust
GLD
|
$12.4M |
Sector Composition
| 1 | Industrials | 13.06% |
| 2 | Consumer Staples | 9.14% |
| 3 | Technology | 8.79% |
| 4 | Financials | 6.53% |
| 5 | Healthcare | 5.41% |
