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
$3.87B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$19.4M
3
+$14.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.23M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.11M

Top Sells

1
+$19M
2
+$18.9M
3
+$17M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$16.2M
5
KO icon
Coca-Cola
KO
+$9.53M

Sector Composition

1 Industrials 18.47%
2 Consumer Staples 14.24%
3 Financials 8.99%
4 Healthcare 5.17%
5 Technology 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-6,410
1027
$0 ﹤0.01%
4
1028
– –
-105
1029
– –
-120
1030
– –
-175
1031
– –
0
1032
– –
-125
1033
– –
-315
1034
– –
-500
1035
– –
-335
1036
– –
-60
1037
– –
-151
1038
– –
-1,500
1039
– –
-30
1040
$0 ﹤0.01%
+56
1041
– –
-162
1042
– –
-273
1043
$0 ﹤0.01%
1
1044
– –
-7,000
1045
– –
-34,131
1046
– –
-1,573
1047
– –
-7,636
1048
$0 ﹤0.01%
1
1049
– –
-72
1050
– –
-30
40 41
42
43 44