SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNFP icon
901
Pinnacle Financial Partners
PNFP
$7.22B
$214K ﹤0.01%
+2,287
WEC icon
902
WEC Energy
WEC
$35.8B
$214K ﹤0.01%
+1,864
DWX icon
903
SPDR S&P International Dividend ETF
DWX
$494M
$213K ﹤0.01%
4,983
-1,272
WSO icon
904
Watsco Inc
WSO
$13.9B
$211K ﹤0.01%
522
MSCI icon
905
MSCI
MSCI
$42.2B
$209K ﹤0.01%
368
-31
CNH
906
CNH Industrial
CNH
$11.7B
$209K ﹤0.01%
19,218
CAG icon
907
Conagra Brands
CAG
$8.49B
$207K ﹤0.01%
11,320
-160,881
MUNI icon
908
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.38B
$206K ﹤0.01%
3,949
-480
CPA icon
909
Copa Holdings
CPA
$4.89B
$206K ﹤0.01%
+1,736
IVOV icon
910
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.1B
$206K ﹤0.01%
+2,047
KTOS icon
911
Kratos Defense & Security Solutions
KTOS
$12.5B
$206K ﹤0.01%
+2,255
SW
912
Smurfit Westrock
SW
$18.7B
$204K ﹤0.01%
4,803
-12,473
TKO icon
913
TKO Group
TKO
$15.3B
$204K ﹤0.01%
+1,011
XTEN icon
914
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$770M
$204K ﹤0.01%
+4,368
GALT icon
915
Galectin Therapeutics
GALT
$357M
$203K ﹤0.01%
48,000
LNC icon
916
Lincoln National
LNC
$7.76B
$203K ﹤0.01%
+5,036
XJH icon
917
iShares ESG Screened S&P Mid-Cap ETF
XJH
$329M
$202K ﹤0.01%
+4,595
ZWS icon
918
Zurn Elkay Water Solutions
ZWS
$8.01B
$201K ﹤0.01%
+4,276
PHK
919
PIMCO High Income Fund
PHK
$849M
$177K ﹤0.01%
35,395
WCMI
920
First Trust WCM International Equity ETF
WCMI
$731M
$171K ﹤0.01%
+10,119
MTW icon
921
Manitowoc
MTW
$400M
$169K ﹤0.01%
16,875
ALLT icon
922
Allot
ALLT
$457M
$159K ﹤0.01%
15,000
-500
PGEN icon
923
Precigen
PGEN
$1.28B
$147K ﹤0.01%
44,690
-4,375
UPXI icon
924
Upexi
UPXI
$159M
$145K ﹤0.01%
+25,100
PFL
925
PIMCO Income Strategy Fund
PFL
$383M
$129K ﹤0.01%
15,098
-32,053
35 36
37
38 39