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
$7.16B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$160M
3
+$111M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$88M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$63.1M

Top Sells

1
+$81.5M
2
+$70.2M
3
+$67.3M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$51.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$27.6M

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%
6
2027
$1K ﹤0.01%
+69
2028
$1K ﹤0.01%
+90
2029
$1K ﹤0.01%
+38
2030
$1K ﹤0.01%
+1
2031
$1K ﹤0.01%
+204
2032
$1K ﹤0.01%
+42
2033
$1K ﹤0.01%
+11
2034
$1K ﹤0.01%
+81
2035
$1K ﹤0.01%
19
-15
2036
$1K ﹤0.01%
104
2037
$1K ﹤0.01%
347
2038
$1K ﹤0.01%
13
2039
$1K ﹤0.01%
32
2040
$1K ﹤0.01%
35
-116
2041
$1K ﹤0.01%
+53
2042
$1K ﹤0.01%
+25
2043
$1K ﹤0.01%
+27
2044
$1K ﹤0.01%
+35
2045
$1K ﹤0.01%
+32
2046
$1K ﹤0.01%
20
2047
$1K ﹤0.01%
+29
2048
$1K ﹤0.01%
+17
2049
$1K ﹤0.01%
10
2050
$1K ﹤0.01%
31
+13
80 81
82
83 84