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%
105
+2
2027
$1K ﹤0.01%
37
2028
$1K ﹤0.01%
+48
2029
$1K ﹤0.01%
+75
2030
$1K ﹤0.01%
+67
2031
$1K ﹤0.01%
+205
2032
$1K ﹤0.01%
+27
2033
$1K ﹤0.01%
6
2034
$1K ﹤0.01%
19
-72
2035
$1K ﹤0.01%
+14
2036
$1K ﹤0.01%
+139
2037
$1K ﹤0.01%
+35
2038
$1K ﹤0.01%
+39
2039
$1K ﹤0.01%
+1,476
2040
$1K ﹤0.01%
333
2041
$1K ﹤0.01%
6
2042
$1K ﹤0.01%
+38
2043
$1K ﹤0.01%
+69
2044
$1K ﹤0.01%
+90
2045
$1K ﹤0.01%
+38
2046
$1K ﹤0.01%
+1
2047
$1K ﹤0.01%
+204
2048
$1K ﹤0.01%
101
2049
$1K ﹤0.01%
+53
2050
$1K ﹤0.01%
47
+1