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
76
– –
-16,069
77
– –
-18,235
78
– –
-199,606
79
– –
-22,000
80
– –
-22,941
81
– –
-50,000
1 2 3
4