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
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.9M
3
+$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1
+$27.7M
2
+$17.2M
3
+$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.54M 0.07%
151,580
+42,063
152
$2.54M 0.07%
50,298
+19,184
153
$2.52M 0.07%
157,655
+25,032
154
$2.46M 0.07%
59,069
+10,289
155
$2.41M 0.07%
92,496
+13,989
156
$2.41M 0.07%
141,738
-6,552
157
$2.4M 0.07%
9,520
+3,552
158
$2.35M 0.07%
98,673
+219
159
$2.31M 0.06%
46,575
+9,673
160
$2.19M 0.06%
43,595
-345
161
$2.19M 0.06%
29,120
+4,057
162
$2.18M 0.06%
34,496
+780
163
$2.16M 0.06%
74,688
+22,516
164
$2.11M 0.06%
101,466
+35,958
165
$2.05M 0.06%
50,179
+5,874
166
$2.01M 0.06%
60,460
+200
167
$1.98M 0.06%
91,635
+81,850
168
$1.97M 0.06%
26,317
+4,227
169
$1.95M 0.05%
99,834
+14,297
170
$1.94M 0.05%
54,044
+672
171
$1.89M 0.05%
32,846
+2,024
172
$1.89M 0.05%
18,533
-55
173
$1.88M 0.05%
30,525
+14,221
174
$1.86M 0.05%
40,953
+5,328
175
$1.85M 0.05%
24,776
+245
5 6
7
8 9