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
2051
– –
-365
2052
– –
-3,334
2053
– –
-119
2054
– –
-476
2055
– –
-1,357
2056
– –
-30
2057
– –
-16,805
2058
– –
-9
2059
– –
-12
2060
– –
-349
2061
– –
-130,138
2062
– –
-7,195
2063
– –
-80
2064
– –
-85
2065
– –
-3,390
2066
– –
-34,482
2067
– –
-1,449
2068
– –
-111
2069
– –
-6
2070
– –
-798
2071
– –
0
2072
– –
-70,378
2073
– –
-9,671
2074
$0 ﹤0.01%
+38
2075
– –
-2,007
81 82
83
84 85