SC
Sykon Capital Portfolio holdings
AUM
$274M
This Quarter Return
+8.93%
1 Year Return
+19.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+4.1%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
97
New
34
Increased
15
Reduced
25
Closed
13
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$26.3M |
| 2 |
ProShares Short S&P500
SH
|
$22.3M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$17.1M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$16.6M |
| 5 |
Vanguard Total Bond Market
BND
|
$13M |
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Financials | 2.6% |
| 3 | Consumer Discretionary | 1.37% |
| 4 | Communication Services | 1.15% |
| 5 | Healthcare | 0.25% |
