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
$8.77B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$58.2M
3
+$35.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.89M

Top Sells

1
+$73.3M
2
+$38.1M
3
+$6.71M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.05M
5
D icon
Dominion Energy
D
+$4.17M

Sector Composition

1 Industrials 12.81%
2 Consumer Staples 9.57%
3 Financials 7.93%
4 Technology 7.55%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$29.9K ﹤0.01%
15,917
-3,572
852
$27.1K ﹤0.01%
278
+6
853
$20.3K ﹤0.01%
10,222
-5,000
854
$16.7K ﹤0.01%
+2,300
855
$8.88K ﹤0.01%
25,000
856
$7.7K ﹤0.01%
10,000
857
$7.29K ﹤0.01%
2,200
+1,667
858
$6.26K ﹤0.01%
27,800
859
$3.82K ﹤0.01%
+23,283
860
– –
-2,476
861
– –
-11,406
862
– –
-158,017
863
– –
-12,300
864
– –
-10,671
865
– –
-6,673
866
– –
-47,903
867
– –
-3,223
868
– –
-4,166
869
– –
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870
– –
-3,057
871
– –
-37,500
872
– –
-13,338
873
– –
-15,212
874
– –
-2,750
875
– –
-7,529
33 34
35
36 37