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
VUG icon
76
Vanguard Growth ETF
VUG
$201B
$17.1M 0.2%
35,593
-1,053
VOT icon
77
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$17M 0.19%
57,764
-281
XLK icon
78
Technology Select Sector SPDR Fund
XLK
$93.6B
$16.9M 0.19%
60,037
+1,675
AMGN icon
79
Amgen
AMGN
$186B
$16.8M 0.19%
59,438
+524
IEMG icon
80
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$16M 0.18%
242,981
+17,459
HON icon
81
Honeywell
HON
$122B
$15.7M 0.18%
74,433
-907
JHMM icon
82
John Hancock Multifactor Mid Cap ETF
JHMM
$4.55B
$15.6M 0.18%
241,189
-12,156
IWN icon
83
iShares Russell 2000 Value ETF
IWN
$11.8B
$15.5M 0.18%
87,880
+54
JPST icon
84
JPMorgan Ultra-Short Income ETF
JPST
$35.1B
$15.3M 0.18%
302,002
+7,619
VALQ icon
85
American Century US Quality Value ETF
VALQ
$270M
$15M 0.17%
231,907
-867
PANW icon
86
Palo Alto Networks
PANW
$133B
$14.6M 0.17%
71,773
-103
ENB icon
87
Enbridge
ENB
$106B
$14.4M 0.17%
286,240
+4,029
VZ icon
88
Verizon
VZ
$173B
$14.3M 0.16%
324,993
+398
SLV icon
89
iShares Silver Trust
SLV
$28.3B
$14.2M 0.16%
334,211
+18,247
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$101B
$14.1M 0.16%
216,652
+15,906
BMY icon
91
Bristol-Myers Squibb
BMY
$100B
$14.1M 0.16%
311,763
+49,952
BND icon
92
Vanguard Total Bond Market
BND
$143B
$14M 0.16%
187,881
+1,569
DRI icon
93
Darden Restaurants
DRI
$20.9B
$13.5M 0.15%
71,140
+890
TRV icon
94
Travelers Companies
TRV
$65.3B
$13.5M 0.15%
48,300
+1,288
PM icon
95
Philip Morris
PM
$245B
$13.4M 0.15%
82,646
+1,033
PFE icon
96
Pfizer
PFE
$146B
$13M 0.15%
512,060
-14,879
BRTR icon
97
BlackRock Total Return ETF
BRTR
$316M
$12.8M 0.15%
250,567
+120,653
TSM icon
98
TSMC
TSM
$1.51T
$12.7M 0.15%
45,366
+245
NFLX icon
99
Netflix
NFLX
$456B
$12.3M 0.14%
102,870
+15,920
IWO icon
100
iShares Russell 2000 Growth ETF
IWO
$13.1B
$12.3M 0.14%
38,398
+13
2 3
4
5 6