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

Top Buys

1
+$86M
2
+$55.4M
3
+$27.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.4M

Top Sells

1
+$172M
2
+$111M
3
+$59.6M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$54.5M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52M

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
– –
-130,138
2027
– –
-7,195
2028
– –
-80
2029
– –
-85
2030
– –
-3,390
2031
– –
-118
2032
– –
-34,482
2033
– –
-1,449
2034
– –
-111
2035
– –
-6
2036
– –
-798
2037
– –
-82
2038
– –
0
2039
– –
-70,378
2040
– –
-9,671
2041
$0 ﹤0.01%
+38
2042
– –
-2,007
2043
– –
-343
2044
– –
-31,458
2045
$0 ﹤0.01%
10
-21,281
2046
– –
-374
2047
– –
-254
2048
– –
-22
2049
– –
-3,591
2050
– –
-372
80 81
82
83 84