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
$6.9B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,309
New
Increased
Reduced
Closed

Top Buys

1
+$89.2M
2
+$60.4M
3
+$29.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.4M

Top Sells

1
+$187M
2
+$121M
3
+$66.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$54.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$53.8M

Sector Composition

1 Industrials 24.33%
2 Consumer Staples 7.79%
3 Technology 7.15%
4 Financials 6.08%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-113
1602
– –
-4,000
1603
– –
-198
1604
– –
-800
1605
– –
-39
1606
– –
-5,000
1607
– –
-252
1608
– –
-58
1609
– –
-1,500
1610
– –
-293
1611
– –
0
1612
– –
-1,854
1613
– –
-10
1614
– –
-24
1615
– –
-13
1616
– –
-650
1617
– –
-35,083
1618
– –
-225
1619
– –
0
1620
– –
-1,977
1621
– –
-2,042
1622
$0 ﹤0.01%
6
-2
1623
– –
-8,089
1624
– –
-347
1625
– –
-800
63 64
65
66 67