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
51
$1.72M 0.57%
3,327
+2,401
52
$1.63M 0.54%
34,271
-9,717
53
$1.6M 0.53%
7,646
-1,168
54
$1.58M 0.53%
3,225
-202
55
$1.42M 0.47%
4,512
+463
56
$1.23M 0.41%
+6,589
57
$1.19M 0.4%
+27,192
58
$1.18M 0.39%
23,311
-21,612
59
$1.14M 0.38%
50,452
-31,653
60
$1.01M 0.34%
+4,171
61
$990K 0.33%
9,944
-644
62
$916K 0.31%
+3,763
63
$887K 0.3%
+19,784
64
$821K 0.27%
+6,403
65
$815K 0.27%
33,906
66
$694K 0.23%
+39,701
67
$694K 0.23%
+6,514
68
$682K 0.23%
13,497
69
$679K 0.23%
+14,579
70
$653K 0.22%
21,155
+8,555
71
$530K 0.18%
50,000
72
$517K 0.17%
+6,115
73
$496K 0.17%
5,407
-20,151
74
$462K 0.15%
14,088
+3,959
75
$462K 0.15%
17,809
+5,009
1 2
3
4 5