SC

Sykon Capital Portfolio holdings

AUM $300M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$22.3M
3
+$16.6M
4
BND icon
Vanguard Total Bond Market
BND
+$13M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$11.2M

Top Sells

1
+$21.3M
2
+$20.3M
3
+$14.7M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$12.6M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$12.3M

Sector Composition

1 Technology 4.51%
2 Financials 2.38%
3 Consumer Discretionary 1.11%
4 Communication Services 1.01%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,700
77
– –
-228,672
78
– –
-23,516
79
– –
-71,809
80
– –
-1,117
81
– –
-12,398
82
– –
-20,767
83
– –
-29,477
1 2 3
4