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
2026
$1K ﹤0.01%
19
-72
2027
$1K ﹤0.01%
+14
2028
$1K ﹤0.01%
+139
2029
$1K ﹤0.01%
+35
2030
$1K ﹤0.01%
+39
2031
$1K ﹤0.01%
+1,476
2032
$1K ﹤0.01%
333
2033
$1K ﹤0.01%
1,089
2034
$1K ﹤0.01%
+12
2035
$1K ﹤0.01%
12
-2
2036
$1K ﹤0.01%
+32
2037
$1K ﹤0.01%
+195
2038
$1K ﹤0.01%
+80
2039
$1K ﹤0.01%
22
+8
2040
$1K ﹤0.01%
+16
2041
$1K ﹤0.01%
+69
2042
$1K ﹤0.01%
+914
2043
$1K ﹤0.01%
6
2044
$1K ﹤0.01%
+38
2045
$1K ﹤0.01%
+69
2046
$1K ﹤0.01%
+90
2047
$1K ﹤0.01%
+38
2048
$1K ﹤0.01%
+1
2049
$1K ﹤0.01%
+204
2050
$1K ﹤0.01%
+42
80 81
82
83 84