SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+1.21%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$4.12B
AUM Growth
+$71.1M
(+1.8%)
Cap. Flow
+$50.8M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
52.38%
Holding
1,100
New
56
Increased
409
Reduced
223
Closed
58
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$44.9M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$32.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$27.4M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$26.2M |
| 5 |
iShares Silver Trust
SLV
|
$22.9M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$32M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$28.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$22.8M |
| 4 |
iShares US Real Estate ETF
IYR
|
$22.5M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$16.9M |
Sector Composition
| 1 | Industrials | 20.55% |
| 2 | Consumer Staples | 14.55% |
| 3 | Financials | 8.11% |
| 4 | Healthcare | 4.7% |
| 5 | Technology | 4.2% |