SC

Sykon Capital Portfolio holdings

AUM $274M
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$46.4M
2
+$7.24M
3
+$6.24M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.78M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.37M

Top Sells

1
+$11.2M
2
+$6.83M
3
+$6.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.92M

Sector Composition

1 Technology 2.14%
2 Communication Services 1.41%
3 Consumer Discretionary 1.09%
4 Energy 0.61%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.96%
+31,876
27
$2.13M 0.91%
46,319
+13,550
28
$1.69M 0.72%
12,928
+5,293
29
$1.6M 0.68%
5,316
+1,181
30
$1.25M 0.53%
+45,425
31
$1.17M 0.5%
26,840
+11,080
32
$1.17M 0.5%
70,650
+29,800
33
$1.14M 0.49%
6,643
+2,049
34
$630K 0.27%
+4,448
35
$515K 0.22%
43,500
36
$499K 0.21%
13,358
+944
37
$495K 0.21%
7,794
+3,856
38
$399K 0.17%
12,014
-691
39
$334K 0.14%
+3,381
40
$307K 0.13%
+2,119
41
$304K 0.13%
+1,817
42
$292K 0.13%
+3,193
43
$290K 0.12%
+1,718
44
$284K 0.12%
3,320
45
$266K 0.11%
+16,589
46
$265K 0.11%
+5,942
47
$265K 0.11%
25,000
48
$248K 0.11%
+6,625
49
$248K 0.11%
+786
50
$247K 0.11%
+7,283
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