SC
Sykon Capital Portfolio holdings
AUM
$300M
1-Year Est. Return
16.74%
This Fund
S&P 500
1 Year Est. Return
+16.74%
AUM
$300M
AUM Growth
-$11.6M
(-3.7%)
Holding
126
Top Buys
| 1 | +$25.9M | |
| 2 | +$24.7M | |
| 3 | +$20.4M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$20.3M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$18M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$8.49M | |
| 3 | +$7.97M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$7.22M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$6.92M |
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Financials | 2.41% |
| 3 | Communication Services | 1.51% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Healthcare | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
| – | – |
-35,500
|
|