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

Top Buys

1
+$89.2M
2
+$60.4M
3
+$29.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.4M

Top Sells

1
+$187M
2
+$121M
3
+$66.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$54.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$53.8M

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
2026
– –
-1,099
2027
– –
-38,740
2028
– –
-4
2029
– –
-5,000
2030
– –
0
2031
– –
-200
2032
– –
-54
2033
$0 ﹤0.01%
1
2034
– –
-65
2035
– –
-1,672
2036
– –
0
2037
– –
-135
2038
– –
-135
2039
– –
-214
2040
– –
-906
2041
– –
-837
2042
– –
-17
2043
– –
-9
2044
– –
-172
2045
– –
-100
2046
– –
-1,839
2047
$0 ﹤0.01%
+18
2048
– –
-4,608
2049
– –
-19,176
2050
– –
-12
80 81
82
83 84