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
– –
-431
2027
– –
-224
2028
– –
-16
2029
– –
-157
2030
– –
-145
2031
– –
-508
2032
– –
-609
2033
– –
-350
2034
– –
-137
2035
– –
-2,037
2036
– –
-271
2037
– –
-16,521
2038
– –
-2,146
2039
– –
-69
2040
– –
-663
2041
– –
-246
2042
– –
-914
2043
– –
-102
2044
– –
-44
2045
$0 ﹤0.01%
4
-342
2046
– –
-903
2047
– –
-41
2048
– –
-38
2049
– –
-266
2050
– –
-52
80 81
82
83 84