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
CRM icon
126
Salesforce
CRM
$219B
$9.15M 0.1%
38,600
+274
AMAT icon
127
Applied Materials
AMAT
$201B
$9.11M 0.1%
44,476
-3,559
BIL icon
128
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.4B
$9.06M 0.1%
98,715
+14,853
NSC icon
129
Norfolk Southern
NSC
$65.5B
$9.04M 0.1%
30,103
+794
KMB icon
130
Kimberly-Clark
KMB
$36.2B
$8.97M 0.1%
72,101
+1,999
LOW icon
131
Lowe's Companies
LOW
$136B
$8.92M 0.1%
35,486
-286
ACN icon
132
Accenture
ACN
$155B
$8.8M 0.1%
35,676
-271
MMM icon
133
3M
MMM
$91.4B
$8.73M 0.1%
56,261
-210
TXN icon
134
Texas Instruments
TXN
$153B
$8.57M 0.1%
46,636
-259
MDLZ icon
135
Mondelez International
MDLZ
$74.3B
$8.38M 0.1%
134,195
-3,789
KLAC icon
136
KLA
KLAC
$154B
$8.23M 0.09%
7,630
+48
MO icon
137
Altria Group
MO
$99.1B
$8.19M 0.09%
123,959
+1,498
BX icon
138
Blackstone
BX
$113B
$8.03M 0.09%
46,976
+1,736
DHR icon
139
Danaher
DHR
$160B
$7.86M 0.09%
39,664
-762
DIS icon
140
Walt Disney
DIS
$187B
$7.86M 0.09%
68,613
+366
SONY icon
141
Sony
SONY
$175B
$7.86M 0.09%
272,879
-15,292
BIV icon
142
Vanguard Intermediate-Term Bond ETF
BIV
$26.5B
$7.67M 0.09%
98,254
+630
AVDE icon
143
Avantis International Equity ETF
AVDE
$10.9B
$7.57M 0.09%
+96,007
MDY icon
144
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$7.53M 0.09%
12,640
+1,086
CAH icon
145
Cardinal Health
CAH
$50.4B
$7.5M 0.09%
47,771
+482
BUFD icon
146
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.56B
$7.48M 0.09%
270,445
+48,664
GE icon
147
GE Aerospace
GE
$315B
$7.46M 0.09%
24,793
+325
AVLV icon
148
Avantis US Large Cap Value ETF
AVLV
$8.74B
$7.39M 0.08%
102,221
+2,183
VO icon
149
Vanguard Mid-Cap ETF
VO
$89.4B
$7.36M 0.08%
25,035
-1,222
DE icon
150
Deere & Co
DE
$126B
$7.31M 0.08%
15,984
+5,383
4 5
6
7 8