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
2001
$0 ﹤0.01%
18
2002
$0 ﹤0.01%
1
-25
2003
– –
-1,404
2004
– –
-630
2005
– –
-1,456
2006
– –
-406
2007
– –
-200
2008
– –
-222
2009
– –
-3,797
2010
– –
-32
2011
– –
-328
2012
– –
-8,269
2013
– –
-3,000
2014
$0 ﹤0.01%
14
2015
– –
-5
2016
– –
-81
2017
– –
-9,300
2018
– –
-32
2019
– –
-15,765
2020
– –
-127
2021
– –
-266
2022
– –
-102
2023
– –
-195
2024
– –
-34
2025
– –
-80
79 80
81
82 83