SC

Sykon Capital Portfolio holdings

AUM $300M
1-Year Est. Return 16.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12M
3
+$10.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.35M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.33M

Top Sells

1
+$12M
2
+$11.1M
3
+$9.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.27M

Sector Composition

1 Technology 5.76%
2 Financials 2.72%
3 Communication Services 1.69%
4 Consumer Discretionary 1.28%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.13%
161,407
+75,273
27
$3.37M 1.12%
104,350
-65,654
28
$3.37M 1.12%
+40,045
29
$3.36M 1.12%
41,389
-3,624
30
$3.36M 1.12%
34,834
+15,278
31
$3.36M 1.12%
71,508
+31,081
32
$3.35M 1.12%
68,296
-8,055
33
$3.35M 1.12%
41,864
-3,482
34
$3.35M 1.12%
27,991
-3,931
35
$3.34M 1.11%
30,006
-3,342
36
$3.33M 1.11%
40,182
-4,544
37
$3.33M 1.11%
+29,870
38
$3.27M 1.09%
+103,487
39
$3.15M 1.05%
+40,515
40
$3.13M 1.04%
4,263
-13
41
$2.94M 0.98%
+105,407
42
$2.87M 0.96%
13,078
-174
43
$2.42M 0.81%
70,620
-6,420
44
$2.28M 0.76%
+47,283
45
$2.27M 0.76%
98,710
-133,890
46
$2.16M 0.72%
22,017
-808
47
$2.04M 0.68%
+49,453
48
$2.03M 0.68%
+69,021
49
$1.99M 0.66%
+34,532
50
$1.76M 0.59%
28,328
-11,235
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