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
INFY icon
826
Infosys
INFY
$72.5B
$268K ﹤0.01%
16,479
-1,978
FXD icon
827
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$294M
$268K ﹤0.01%
3,925
LYG icon
828
Lloyds Banking Group
LYG
$74.9B
$268K ﹤0.01%
58,936
IUSG icon
829
iShares Core S&P US Growth ETF
IUSG
$26B
$267K ﹤0.01%
1,620
-103
DFAC icon
830
Dimensional US Core Equity 2 ETF
DFAC
$39.6B
$266K ﹤0.01%
6,904
+19
GATX icon
831
GATX Corp
GATX
$5.72B
$266K ﹤0.01%
1,522
VTHR icon
832
Vanguard Russell 3000 ETF
VTHR
$3.73B
$265K ﹤0.01%
899
+2
CALM icon
833
Cal-Maine
CALM
$4.02B
$265K ﹤0.01%
2,813
+55
LPX icon
834
Louisiana-Pacific
LPX
$5.77B
$264K ﹤0.01%
2,972
HSY icon
835
Hershey
HSY
$37.7B
$264K ﹤0.01%
1,411
+93
TOL icon
836
Toll Brothers
TOL
$13.5B
$263K ﹤0.01%
+1,901
IYH icon
837
iShares US Healthcare ETF
IYH
$3.54B
$262K ﹤0.01%
4,461
+225
TDC icon
838
Teradata
TDC
$2.72B
$260K ﹤0.01%
12,086
-57
VTRS icon
839
Viatris
VTRS
$12.3B
$259K ﹤0.01%
26,179
-245
AIQ icon
840
Global X Artificial Intelligence & Technology ETF
AIQ
$6.97B
$259K ﹤0.01%
+5,238
B
841
Barrick Mining
B
$71.9B
$258K ﹤0.01%
+7,881
ATEN icon
842
A10 Networks
ATEN
$1.23B
$258K ﹤0.01%
14,202
+48
MMIT icon
843
IQ MacKay Municipal Intermediate ETF
MMIT
$1.25B
$256K ﹤0.01%
10,535
+55
FSM icon
844
Fortuna Silver Mines
FSM
$3.09B
$255K ﹤0.01%
28,500
SN icon
845
SharkNinja
SN
$14B
$255K ﹤0.01%
2,471
MLPX icon
846
Global X MLP & Energy Infrastructure ETF
MLPX
$2.66B
$254K ﹤0.01%
4,053
+2
K icon
847
Kellanova
K
$28.9B
$254K ﹤0.01%
3,094
+1
PZA icon
848
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$253K ﹤0.01%
+10,966
CGDV icon
849
Capital Group Dividend Value ETF
CGDV
$25.4B
$252K ﹤0.01%
5,988
-5
EXAS icon
850
Exact Sciences
EXAS
$19.2B
$252K ﹤0.01%
+4,600
32 33
34
35 36