SC

Syon Capital Portfolio holdings

AUM $1.51B
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.1M
3
+$17.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.47M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.29M

Top Sells

1
+$59M
2
+$19.6M
3
+$3.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.03M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.05M

Sector Composition

1 Technology 13.62%
2 Healthcare 7.21%
3 Financials 5.78%
4 Industrials 3.43%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$671K 0.06%
2,865
-44
227
$671K 0.06%
7,230
-1,246
228
$667K 0.06%
2,372
-10
229
$658K 0.06%
2,638
-79
230
$655K 0.06%
208
231
$650K 0.06%
6,591
-55
232
$650K 0.06%
5,545
-1,602
233
$630K 0.06%
1,132
-94
234
$628K 0.06%
3,048
+44
235
$626K 0.06%
12,532
+437
236
$612K 0.05%
4,485
-835
237
$611K 0.05%
15,607
+92
238
$608K 0.05%
5,836
+142
239
$606K 0.05%
2,419
+23
240
$604K 0.05%
25,897
241
$603K 0.05%
11,647
+1,407
242
$598K 0.05%
6,213
-1,251
243
$596K 0.05%
574
+5
244
$590K 0.05%
6,677
+21
245
$587K 0.05%
2,546
+1
246
$583K 0.05%
3,896
-57
247
$580K 0.05%
4,532
+20
248
$576K 0.05%
9,989
+189
249
$575K 0.05%
7,372
-269
250
$575K 0.05%
6,377
-20
8 9
10
11 12