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
826
$93K ﹤0.01%
+11,406
827
$89K ﹤0.01%
+11,065
828
$78K ﹤0.01%
48,000
829
$74K ﹤0.01%
4,323
830
$70K ﹤0.01%
272
+52
831
$63K ﹤0.01%
6,083
832
$49K ﹤0.01%
+10,076
833
$45K ﹤0.01%
13,612
834
$44K ﹤0.01%
19,489
835
$43K ﹤0.01%
11,796
836
$31K ﹤0.01%
15,222
837
$30K ﹤0.01%
+25,000
838
$29K ﹤0.01%
2,778
839
$16K ﹤0.01%
+20,500
840
$11K ﹤0.01%
10,000
841
$11K ﹤0.01%
27,800
842
$3K ﹤0.01%
533
843
– –
-9,788
844
– –
-8,992
845
– –
-1,940
846
– –
-2,089
847
– –
-19,735
848
– –
-1,405
849
– –
-3,714
850
– –
-4,865
32 33
34
35 36