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
– –
-600
2052
– –
-175
2053
– –
-184
2054
– –
-1,760
2055
– –
-310
2056
– –
-1,335
2057
– –
-155
2058
– –
-325
2059
– –
-10,097
2060
– –
-60
2061
– –
-191
2062
– –
-5,007
2063
$0 ﹤0.01%
37
-1,006
2064
– –
-107
2065
– –
-21,983
2066
– –
-19,176
2067
– –
-12
2068
– –
-365
2069
– –
-4,000
2070
– –
-198
2071
– –
-800
2072
– –
-1,500
2073
– –
-255
2074
– –
-459
2075
$0 ﹤0.01%
23
81 82
83
84 85