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
2201
– –
-187
2202
– –
-117
2203
– –
-740
2204
– –
-31
2205
– –
-186
2206
– –
-26
2207
– –
-200
2208
– –
-671
2209
– –
-639
2210
– –
-1,500
2211
– –
-49,765
2212
– –
-1,400
2213
– –
-939
2214
– –
-8,506
2215
– –
-2,228
2216
– –
-33,398
2217
– –
-35
2218
– –
-22
2219
– –
-734
2220
– –
-447
2221
– –
-275
2222
– –
0
2223
– –
-1,693
2224
– –
-149
2225
– –
-243
87 88
89
90 91