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
2201
– –
-187
2202
– –
-1,812
2203
$0 ﹤0.01%
106
-7,068
2204
– –
-14
2205
– –
-2,085
2206
– –
-330
2207
– –
-6,789
2208
– –
-41
2209
– –
-350
2210
– –
-280
2211
– –
-48
2212
– –
-1,000
2213
– –
-232
2214
– –
-538
2215
– –
-544
2216
$0 ﹤0.01%
3
-14
2217
– –
-3,028
2218
– –
-237
2219
– –
-81
2220
– –
-181
2221
– –
-571
2222
– –
-20
2223
– –
-269
2224
– –
-310
2225
– –
-427
87 88
89
90 91