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
MPWR icon
176
Monolithic Power Systems
MPWR
$44.5B
$5.84M 0.07%
6,347
+204
COR icon
177
Cencora
COR
$71.6B
$5.81M 0.07%
18,604
+965
WFC icon
178
Wells Fargo
WFC
$269B
$5.77M 0.07%
68,880
-3,604
MMC icon
179
Marsh & McLennan
MMC
$89.9B
$5.76M 0.07%
28,597
+282
SDVY icon
180
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.25B
$5.69M 0.07%
149,686
+10,181
EZM icon
181
WisdomTree US MidCap Fund
EZM
$815M
$5.68M 0.07%
86,202
+3,999
ICE icon
182
Intercontinental Exchange
ICE
$89.7B
$5.66M 0.06%
33,568
+429
VGIT icon
183
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
$5.65M 0.06%
94,051
-2,304
CEG icon
184
Constellation Energy
CEG
$114B
$5.64M 0.06%
17,149
-12
VMC icon
185
Vulcan Materials
VMC
$39.3B
$5.62M 0.06%
18,261
+133
FTSM icon
186
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$5.42M 0.06%
90,501
+12,547
CVS icon
187
CVS Health
CVS
$102B
$5.32M 0.06%
70,549
+1,143
HALO icon
188
Halozyme
HALO
$8.4B
$5.31M 0.06%
72,350
-5,609
FNDX icon
189
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$5.28M 0.06%
200,766
+10,736
ROK icon
190
Rockwell Automation
ROK
$44.4B
$5.13M 0.06%
14,687
-371
CPRT icon
191
Copart
CPRT
$37.7B
$5.05M 0.06%
112,283
-481
BE icon
192
Bloom Energy
BE
$25.8B
$5.03M 0.06%
59,470
-34,167
CCJ icon
193
Cameco
CCJ
$38.5B
$4.97M 0.06%
59,309
-18,170
COF icon
194
Capital One
COF
$139B
$4.97M 0.06%
23,365
-209
VCIT icon
195
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$4.91M 0.06%
58,336
+6,020
SPNS icon
196
Sapiens International
SPNS
$2.42B
$4.9M 0.06%
114,056
+21,575
ECL icon
197
Ecolab
ECL
$77.9B
$4.89M 0.06%
17,856
+1,198
BA icon
198
Boeing
BA
$144B
$4.87M 0.06%
22,580
+4,671
TMO icon
199
Thermo Fisher Scientific
TMO
$222B
$4.87M 0.06%
10,047
-121
MPC icon
200
Marathon Petroleum
MPC
$58.2B
$4.86M 0.06%
25,197
-58
6 7
8
9 10