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
$6.9B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,309
New
Increased
Reduced
Closed

Top Buys

1
+$86M
2
+$55.4M
3
+$27.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M

Top Sells

1
+$172M
2
+$111M
3
+$59.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$54.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52M

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
– –
-26,044
2002
$0 ﹤0.01%
8
2003
– –
-32
2004
– –
-1,450
2005
– –
-90
2006
– –
-1,296
2007
– –
-897
2008
– –
-37,219
2009
– –
-118
2010
– –
-1,296
2011
– –
-1,266
2012
– –
-29
2013
– –
-1,335
2014
– –
-2,112
2015
– –
-708
2016
– –
-164
2017
– –
-40
2018
– –
-228
2019
$0 ﹤0.01%
+9
2020
– –
-26
2021
– –
-859
2022
– –
-1,213
2023
– –
-269
2024
– –
-2,453
2025
– –
-158
79 80
81
82 83