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
876
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-6,332
877
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878
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879
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-18,574
880
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881
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-1,487
882
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-4,951
883
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-1,521
884
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885
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-3,872
886
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-6,449
887
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-8,989
888
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-3,808
889
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-74,698
890
– –
-11,332
891
– –
-3,974
892
– –
-1,717
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