SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+7.14%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$6.33B
AUM Growth
+$360M
(+6%)
Cap. Flow
-$26.5M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
51.14%
Holding
1,458
New
187
Increased
534
Reduced
275
Closed
60
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$34.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$14.1M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$8.45M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$3.61M |
| 5 |
American Tower
AMT
|
$3.14M |
Top Sells
Sector Composition
| 1 | Industrials | 23.01% |
| 2 | Financials | 9.49% |
| 3 | Consumer Staples | 8.93% |
| 4 | Technology | 5.66% |
| 5 | Healthcare | 5.13% |
