SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$160M
3
+$111M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$88M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$63.1M

Top Sells

1
+$81.5M
2
+$70.2M
3
+$67.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$51.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$27.6M

Sector Composition

1 Industrials 20.44%
2 Consumer Staples 7.85%
3 Technology 6.8%
4 Financials 5.8%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+22
2002
$1K ﹤0.01%
+124
2003
$1K ﹤0.01%
+222
2004
$1K ﹤0.01%
65
-769
2005
$1K ﹤0.01%
19
-46
2006
$1K ﹤0.01%
+31
2007
$1K ﹤0.01%
+13
2008
$1K ﹤0.01%
+80
2009
$1K ﹤0.01%
+128
2010
$1K ﹤0.01%
+47
2011
$1K ﹤0.01%
36
2012
$1K ﹤0.01%
+32
2013
$1K ﹤0.01%
+19
2014
$1K ﹤0.01%
105
+2
2015
$1K ﹤0.01%
37
2016
$1K ﹤0.01%
47
+1
2017
$1K ﹤0.01%
+80
2018
$1K ﹤0.01%
+64
2019
$1K ﹤0.01%
+21
2020
$1K ﹤0.01%
12
-2
2021
$1K ﹤0.01%
+32
2022
$1K ﹤0.01%
+195
2023
$1K ﹤0.01%
22
+8
2024
$1K ﹤0.01%
+16
2025
$1K ﹤0.01%
+69
79 80
81
82 83