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
$7.16B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$138M
3
+$88.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$73.1M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$63.1M

Top Sells

1
+$71M
2
+$64.3M
3
+$59.2M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20.8M

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%
+19
2002
$1K ﹤0.01%
+200
2003
$1K ﹤0.01%
+26
2004
$1K ﹤0.01%
+49
2005
$1K ﹤0.01%
45
2006
$1K ﹤0.01%
+10
2007
$1K ﹤0.01%
+48
2008
$1K ﹤0.01%
+23
2009
$1K ﹤0.01%
53
+12
2010
$1K ﹤0.01%
+313
2011
$1K ﹤0.01%
106
2012
$1K ﹤0.01%
+27
2013
$1K ﹤0.01%
38
2014
$1K ﹤0.01%
30
-28
2015
$1K ﹤0.01%
83
2016
$1K ﹤0.01%
+51
2017
$1K ﹤0.01%
+4
2018
$1K ﹤0.01%
+82
2019
$1K ﹤0.01%
31
2020
$1K ﹤0.01%
61
2021
$1K ﹤0.01%
+77
2022
$1K ﹤0.01%
+67
2023
$1K ﹤0.01%
+205
2024
$1K ﹤0.01%
+27
2025
$1K ﹤0.01%
6
79 80
81
82 83