SF

Synovus Financial Portfolio holdings

AUM $8.17B
1-Year Return 14.09%
This Quarter Return
+4.06%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$4.33B
AUM Growth
+$211M
Cap. Flow
+$29.7M
Cap. Flow %
0.69%
Top 10 Hldgs %
51.58%
Holding
1,101
New
60
Increased
345
Reduced
254
Closed
88

Sector Composition

1 Industrials 21.01%
2 Consumer Staples 13.97%
3 Financials 7.69%
4 Healthcare 4.98%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CADE icon
851
Cadence Bank
CADE
$7.04B
$9K ﹤0.01%
385
DXD icon
852
ProShares UltraShort Dow 30
DXD
$52.6M
$9K ﹤0.01%
25
EAT icon
853
Brinker International
EAT
$6.97B
$9K ﹤0.01%
200
EPC icon
854
Edgewell Personal Care
EPC
$1.05B
$9K ﹤0.01%
110
FITB icon
855
Fifth Third Bancorp
FITB
$30.1B
$9K ﹤0.01%
500
-393
-44% -$7.07K
INO icon
856
Inovio Pharmaceuticals
INO
$153M
$9K ﹤0.01%
79
VOOG icon
857
Vanguard S&P 500 Growth ETF
VOOG
$19.5B
$9K ﹤0.01%
91
BCOV
858
DELISTED
Brightcove, Inc.
BCOV
$9K ﹤0.01%
1,000
ACM icon
859
Aecom
ACM
$16.8B
$8K ﹤0.01%
265
AEE icon
860
Ameren
AEE
$27B
$8K ﹤0.01%
152
CWB icon
861
SPDR Bloomberg Convertible Securities ETF
CWB
$4.47B
$8K ﹤0.01%
180
DHC
862
Diversified Healthcare Trust
DHC
$1.04B
$8K ﹤0.01%
+375
New +$8K
EFAV icon
863
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$8K ﹤0.01%
+121
New +$8K
FOR icon
864
Forestar Group
FOR
$1.45B
$8K ﹤0.01%
714
FRME icon
865
First Merchants
FRME
$2.36B
$8K ﹤0.01%
324
GEN icon
866
Gen Digital
GEN
$18.4B
$8K ﹤0.01%
400
KLAC icon
867
KLA
KLAC
$121B
$8K ﹤0.01%
112
MORT icon
868
VanEck Mortgage REIT Income ETF
MORT
$338M
$8K ﹤0.01%
+360
New +$8K
NBR icon
869
Nabors Industries
NBR
$570M
$8K ﹤0.01%
16
-3
-16% -$1.5K
RJF icon
870
Raymond James Financial
RJF
$33B
$8K ﹤0.01%
233
CXP
871
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$8K ﹤0.01%
+390
New +$8K
CMO
872
DELISTED
Capstead Mortgage Corp.
CMO
$8K ﹤0.01%
840
FTR
873
DELISTED
Frontier Communications Corp.
FTR
$8K ﹤0.01%
102
+12
+13% +$941
EPU icon
874
iShares MSCI Peru and Global Exposure ETF
EPU
$174M
$8K ﹤0.01%
260
AMJ
875
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$8K ﹤0.01%
+250
New +$8K