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
– –
-326
2202
– –
-221
2203
$0 ﹤0.01%
4
-342
2204
– –
-903
2205
– –
-41
2206
– –
-38
2207
– –
-266
2208
– –
-52
2209
$0 ﹤0.01%
8
-559
2210
– –
-69
2211
– –
-54
2212
– –
-365
2213
– –
-90
2214
– –
-415
2215
– –
-2,285
2216
– –
-328
2217
– –
-1,000
2218
– –
-7,808
2219
– –
-25
2220
– –
-38
2221
– –
-97
2222
– –
-1
2223
– –
-316
2224
– –
-204
2225
– –
-2,629
87 88
89
90 91