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
2051
– –
-5,674
2052
– –
-1,000
2053
– –
-4,429
2054
– –
-65
2055
– –
-31
2056
– –
-1,289
2057
– –
-28
2058
– –
-961
2059
– –
-212
2060
– –
-308
2061
$0 ﹤0.01%
8
-1
2062
– –
-82
2063
– –
-61
2064
– –
-1,000
2065
– –
-77
2066
$0 ﹤0.01%
31
2067
– –
-8
2068
– –
-1,099
2069
– –
-38,740
2070
– –
-4
2071
– –
-200
2072
– –
-54
2073
$0 ﹤0.01%
1
2074
– –
-65
2075
– –
-1,672
81 82
83
84 85