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
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$352B
$16.2M 0.2%
41,780
+3,431
VUG icon
77
Vanguard Growth ETF
VUG
$196B
$16.1M 0.2%
36,646
+245
VIG icon
78
Vanguard Dividend Appreciation ETF
VIG
$104B
$15.6M 0.19%
76,325
+11,336
JHMM icon
79
John Hancock Multifactor Mid Cap ETF
JHMM
$5.08B
$15.5M 0.19%
253,345
-9,981
DRI icon
80
Darden Restaurants
DRI
$24.6B
$15.3M 0.19%
70,250
-5,663
JPST icon
81
JPMorgan Ultra-Short Income ETF
JPST
$36.8B
$14.9M 0.18%
294,383
+1,873
PM icon
82
Philip Morris
PM
$286B
$14.9M 0.18%
81,613
+215
XLK icon
83
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$14.8M 0.18%
116,724
+5,402
PANW icon
84
Palo Alto Networks
PANW
$128B
$14.7M 0.18%
71,876
-354
TJX icon
85
TJX Companies
TJX
$174B
$14.7M 0.18%
118,960
+2,900
VALQ icon
86
American Century US Quality Value ETF
VALQ
$310M
$14.4M 0.18%
232,774
-326
GS icon
87
Goldman Sachs
GS
$275B
$14.3M 0.18%
20,199
+1,509
VZ icon
88
Verizon
VZ
$206B
$14M 0.17%
324,595
+2,632
IWN icon
89
iShares Russell 2000 Value ETF
IWN
$12.9B
$13.9M 0.17%
87,826
-691
BND icon
90
Vanguard Total Bond Market
BND
$151B
$13.7M 0.17%
186,312
+136,210
IEMG icon
91
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$13.5M 0.17%
225,522
-7,083
ENB icon
92
Enbridge
ENB
$112B
$12.8M 0.16%
282,211
+3,742
PFE icon
93
Pfizer
PFE
$150B
$12.8M 0.16%
526,939
-49,311
TRV icon
94
Travelers Companies
TRV
$65B
$12.6M 0.15%
47,012
-2,074
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$112B
$12.5M 0.15%
200,746
+14,121
BMY icon
96
Bristol-Myers Squibb
BMY
$123B
$12.1M 0.15%
261,811
-1,088
LIN icon
97
Linde
LIN
$230B
$11.7M 0.14%
25,017
-57
NFLX icon
98
Netflix
NFLX
$329B
$11.6M 0.14%
86,950
-2,600
LQD icon
99
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
$11M 0.13%
100,209
+221
IWO icon
100
iShares Russell 2000 Growth ETF
IWO
$13.2B
$11M 0.13%
38,385
-1,331
2 3
4
5 6