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
GD icon
101
General Dynamics
GD
$92.3B
$12.2M 0.14%
35,829
-114
WINN icon
102
Harbor Long-Term Growers ETF
WINN
$1.07B
$12M 0.14%
383,900
+10,690
LIN icon
103
Linde
LIN
$192B
$11.8M 0.13%
24,814
-203
TSLA icon
104
Tesla
TSLA
$1.43T
$11.7M 0.13%
26,280
-2,149
LQD icon
105
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$11.2M 0.13%
100,097
-112
PEP icon
106
PepsiCo
PEP
$203B
$11.2M 0.13%
79,406
-2,076
C icon
107
Citigroup
C
$185B
$10.9M 0.12%
107,551
+81
NEE icon
108
NextEra Energy
NEE
$180B
$10.8M 0.12%
143,591
-3,719
GLDM icon
109
SPDR Gold MiniShares Trust
GLDM
$23.9B
$10.7M 0.12%
139,845
+5,148
NOW icon
110
ServiceNow
NOW
$169B
$10.7M 0.12%
11,589
+2,258
IWS icon
111
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
$10.5M 0.12%
75,513
+2,558
SHEL icon
112
Shell
SHEL
$211B
$10.5M 0.12%
146,330
+5,385
VGT icon
113
Vanguard Information Technology ETF
VGT
$113B
$10.4M 0.12%
13,875
+251
AGG icon
114
iShares Core US Aggregate Bond ETF
AGG
$135B
$10.4M 0.12%
103,387
+1,655
MS icon
115
Morgan Stanley
MS
$270B
$10.3M 0.12%
64,672
+704
CMI icon
116
Cummins
CMI
$68.7B
$10M 0.11%
23,710
+2,386
GIS icon
117
General Mills
GIS
$25.3B
$9.95M 0.11%
197,267
+45,396
UNP icon
118
Union Pacific
UNP
$138B
$9.79M 0.11%
41,394
+3,906
PFF icon
119
iShares Preferred and Income Securities ETF
PFF
$14.2B
$9.51M 0.11%
300,696
-13,712
ADBE icon
120
Adobe
ADBE
$134B
$9.5M 0.11%
26,923
-594
AXP icon
121
American Express
AXP
$252B
$9.35M 0.11%
28,138
+119
CB icon
122
Chubb
CB
$117B
$9.28M 0.11%
32,887
+43
GDX icon
123
VanEck Gold Miners ETF
GDX
$24.8B
$9.21M 0.11%
120,557
-49,806
UNH icon
124
UnitedHealth
UNH
$299B
$9.2M 0.11%
26,641
-8,410
CASY icon
125
Casey's General Stores
CASY
$21.2B
$9.18M 0.11%
16,244
-651
3 4
5
6 7