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

Top Buys

1
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

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
MMIT icon
826
IQ MacKay Municipal Intermediate ETF
MMIT
$1.43B
$250K ﹤0.01%
10,480
-615
GLOB icon
827
Globant
GLOB
$2.01B
$249K ﹤0.01%
2,743
-1,316
CNH
828
CNH Industrial
CNH
$16.2B
$249K ﹤0.01%
19,218
+170
FXD icon
829
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$306M
$249K ﹤0.01%
3,925
L icon
830
Loews
L
$22.4B
$249K ﹤0.01%
2,716
+125
TPL icon
831
Texas Pacific Land
TPL
$35.3B
$249K ﹤0.01%
705
DFAC icon
832
Dimensional US Core Equity 2 ETF
DFAC
$42.2B
$247K ﹤0.01%
6,885
+20
EL icon
833
Estee Lauder
EL
$41.1B
$246K ﹤0.01%
3,049
-2,076
K
834
DELISTED
Kellanova
K
$246K ﹤0.01%
3,093
-1,214
VTHR icon
835
Vanguard Russell 3000 ETF
VTHR
$4.18B
$245K ﹤0.01%
+897
SN icon
836
SharkNinja
SN
$18.3B
$245K ﹤0.01%
+2,471
JCI icon
837
Johnson Controls International
JCI
$88.1B
$244K ﹤0.01%
+2,310
COIN icon
838
Coinbase
COIN
$44.8B
$244K ﹤0.01%
+696
ICOP icon
839
iShares Copper and Metals Mining ETF
ICOP
$451M
$241K ﹤0.01%
+8,065
IYH icon
840
iShares US Healthcare ETF
IYH
$3.39B
$239K ﹤0.01%
+4,236
PEY icon
841
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$237K ﹤0.01%
11,628
+536
CGDV icon
842
Capital Group Dividend Value ETF
CGDV
$30.6B
$237K ﹤0.01%
+5,993
VTRS icon
843
Viatris
VTRS
$18.4B
$236K ﹤0.01%
26,424
-465
SPMO icon
844
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$236K ﹤0.01%
+2,096
GATX icon
845
GATX Corp
GATX
$7.01B
$234K ﹤0.01%
1,522
IQLT icon
846
iShares MSCI Intl Quality Factor ETF
IQLT
$12.8B
$234K ﹤0.01%
5,403
-195
IUSB icon
847
iShares Core Universal USD Bond ETF
IUSB
$35.7B
$233K ﹤0.01%
+5,043
DEM icon
848
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.65B
$232K ﹤0.01%
5,118
+97
A icon
849
Agilent Technologies
A
$34.7B
$231K ﹤0.01%
1,961
+51
MSCI icon
850
MSCI
MSCI
$40B
$231K ﹤0.01%
399
-428
32 33
34
35 36