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
2076
– –
0
2077
– –
-17
2078
– –
-9
2079
– –
-39
2080
– –
-5,000
2081
– –
-252
2082
– –
-58
2083
– –
-293
2084
– –
0
2085
– –
-1,854
2086
– –
-24
2087
– –
-13
2088
– –
-35,083
2089
– –
-225
2090
– –
0
2091
– –
-1,977
2092
$0 ﹤0.01%
6
-2
2093
– –
-8,089
2094
– –
-347
2095
– –
-800
2096
– –
-1,136
2097
– –
-924
2098
– –
-29
2099
– –
-26
2100
– –
-164
82 83
84
85 86