SF

Synovus Financial Portfolio holdings

AUM $8.17B
1-Year Return 14.09%
This Quarter Return
+11%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$7.06B
AUM Growth
-$1.7B
Cap. Flow
-$2.59B
Cap. Flow %
-36.65%
Top 10 Hldgs %
48.23%
Holding
894
New
57
Increased
306
Reduced
408
Closed
73
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
J icon
851
Jacobs Solutions
J
$17.4B
-1,813
Closed -$205K
JXI icon
852
iShares Global Utilities ETF
JXI
$200M
-12,882
Closed -$695K
LECO icon
853
Lincoln Electric
LECO
$13.5B
-1,312
Closed -$239K
LKFN icon
854
Lakeland Financial Corp
LKFN
$1.73B
-4,268
Closed -$203K
MFM
855
MFS Municipal Income Trust
MFM
$213M
-10,521
Closed -$47.9K
MOAT icon
856
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
-2,733
Closed -$207K
MPLX icon
857
MPLX
MPLX
$51.5B
-14,073
Closed -$501K
NTR icon
858
Nutrien
NTR
$27.4B
-3,320
Closed -$205K
NWL icon
859
Newell Brands
NWL
$2.68B
-11,255
Closed -$102K
OPTT icon
860
Ocean Power Technologies
OPTT
$90.2M
-17,484
Closed -$6.82K
PHR icon
861
Phreesia
PHR
$1.68B
-12,447
Closed -$233K
PID icon
862
Invesco International Dividend Achievers ETF
PID
$863M
-65,914
Closed -$1.1M
PK icon
863
Park Hotels & Resorts
PK
$2.4B
-19,049
Closed -$235K
PML
864
PIMCO Municipal Income Fund II
PML
$491M
-30,000
Closed -$231K
PZA icon
865
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.03B
-21,400
Closed -$474K
QCLN icon
866
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$455M
-9,917
Closed -$423K
SCHO icon
867
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
-212,738
Closed -$5.09M
SQQQ icon
868
ProShares UltraPro Short QQQ
SQQQ
$2.32B
-2,100
Closed -$215K
SRVR icon
869
Pacer Data & Infrastructure Real Estate ETF
SRVR
$432M
-30,710
Closed -$795K
SUSA icon
870
iShares ESG Optimized MSCI USA ETF
SUSA
$3.59B
-2,904
Closed -$261K
TER icon
871
Teradyne
TER
$19.1B
-4,730
Closed -$475K
TKO icon
872
TKO Group
TKO
$15.9B
-7,804
Closed -$656K
TLH icon
873
iShares 10-20 Year Treasury Bond ETF
TLH
$11.4B
-13,234
Closed -$1.3M
TMC icon
874
TMC The Metals Company
TMC
$2.08B
-10,000
Closed -$9.91K
TTD icon
875
Trade Desk
TTD
$25.5B
-8,197
Closed -$641K