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SC

Syon Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$27.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$7.95M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$7.94M

Top Sells

1
+$6.49M
2
+$3.72M
3
+$3.67M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.37M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$3.05M

Sector Composition

1 Technology 18.22%
2 Communication Services 9.47%
3 Consumer Discretionary 8.52%
4 Financials 8.14%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.06%
46,968
-925
227
$1.16M 0.06%
2,369
+454
228
$1.15M 0.06%
7,740
+625
229
$1.15M 0.06%
4,251
+273
230
$1.14M 0.06%
26,987
+15,013
231
$1.12M 0.06%
8,552
+1,703
232
$1.11M 0.06%
3,711
+664
233
$1.11M 0.06%
2,839
-481
234
$1.11M 0.06%
7,031
+584
235
$1.11M 0.06%
31,248
+5,144
236
$1.09M 0.06%
10,025
+1,282
237
$1.09M 0.06%
24,811
+5,575
238
$1.08M 0.06%
2,277
+117
239
$1.07M 0.06%
8,323
+2,283
240
$1.07M 0.06%
16,136
+2,605
241
$1.07M 0.06%
7,036
+1,023
242
$1.07M 0.06%
34,937
+7,440
243
$1.05M 0.06%
3,649
+1,382
244
$1.05M 0.06%
19,771
+8,787
245
$1.05M 0.06%
14,642
+4,853
246
$1.04M 0.06%
4,730
+170
247
$1.04M 0.06%
3,741
+517
248
$1.04M 0.06%
2,109
+166
249
$1.04M 0.06%
4,844
+2,210
250
$1.03M 0.06%
10,855
+2,338
8 9
10
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