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
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
201
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$4.83M 0.06%
90,519
+1,253
SCHG icon
202
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$4.8M 0.05%
150,346
-10,917
ING icon
203
ING
ING
$75.3B
$4.75M 0.05%
182,060
-21,276
BWXT icon
204
BWX Technologies
BWXT
$16.4B
$4.72M 0.05%
25,622
+1,020
RDVI icon
205
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.53B
$4.71M 0.05%
182,126
+117,159
VB icon
206
Vanguard Small-Cap ETF
VB
$69.3B
$4.66M 0.05%
18,309
+3,830
GOVT icon
207
iShares US Treasury Bond ETF
GOVT
$33.4B
$4.64M 0.05%
200,819
+21,913
IYF icon
208
iShares US Financials ETF
IYF
$4.02B
$4.62M 0.05%
36,482
+343
CMCSA icon
209
Comcast
CMCSA
$97.3B
$4.61M 0.05%
146,666
-938
SPUS icon
210
SP Funds S&P 500 Sharia ETF
SPUS
$1.84B
$4.59M 0.05%
92,865
+407
VTV icon
211
Vanguard Value ETF
VTV
$153B
$4.56M 0.05%
24,467
+949
DT icon
212
Dynatrace
DT
$13.4B
$4.55M 0.05%
93,988
+8,997
APD icon
213
Air Products & Chemicals
APD
$58.1B
$4.52M 0.05%
16,566
+1,497
IDV icon
214
iShares International Select Dividend ETF
IDV
$6.36B
$4.5M 0.05%
123,190
-15,949
AMT icon
215
American Tower
AMT
$84.9B
$4.5M 0.05%
23,372
-1,057
SYK icon
216
Stryker
SYK
$142B
$4.46M 0.05%
12,041
-332
VCSH icon
217
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$4.45M 0.05%
55,723
+112
DFAS icon
218
Dimensional US Small Cap ETF
DFAS
$11.9B
$4.42M 0.05%
64,523
+14,718
GWW icon
219
W.W. Grainger
GWW
$45.1B
$4.42M 0.05%
4,633
-182
BLK icon
220
Blackrock
BLK
$162B
$4.4M 0.05%
3,773
-800
MUB icon
221
iShares National Muni Bond ETF
MUB
$41.7B
$4.38M 0.05%
41,166
-636
PYPL icon
222
PayPal
PYPL
$58.7B
$4.38M 0.05%
65,367
+3,623
CMG icon
223
Chipotle Mexican Grill
CMG
$45.6B
$4.37M 0.05%
111,420
-9,601
MDT icon
224
Medtronic
MDT
$135B
$4.32M 0.05%
45,358
+6,330
KBWB icon
225
Invesco KBW Bank ETF
KBWB
$5.74B
$4.23M 0.05%
54,110
+424
7 8
9
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