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
– –
-655
2002
– –
-445
2003
– –
-945
2004
– –
-181
2005
– –
-1,618
2006
– –
-2,000
2007
– –
-163
2008
$0 ﹤0.01%
29
+14
2009
– –
0
2010
– –
-8,510
2011
– –
-18,126
2012
$0 ﹤0.01%
8
-6,423
2013
– –
-88
2014
– –
-1,456
2015
– –
-3,143
2016
– –
-255
2017
– –
-3,334
2018
– –
-119
2019
– –
-476
2020
– –
-1,357
2021
– –
-30
2022
– –
-16,805
2023
– –
-9
2024
– –
-12
2025
– –
-349
79 80
81
82 83