We are live on ! Find out more
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
251
$1.02M 0.05%
14,372
+2,426
252
$1.01M 0.05%
13,165
+5,944
253
$1.01M 0.05%
11,535
+347
254
$1M 0.05%
4,887
+88
255
$1M 0.05%
3,242
+1,859
256
$997K 0.05%
39,127
+3,898
257
$995K 0.05%
28,029
+1,515
258
$992K 0.05%
3,247
+668
259
$990K 0.05%
29,672
+8,455
260
$988K 0.05%
3,151
+1,095
261
$985K 0.05%
5,157
+757
262
$984K 0.05%
9,793
+3,644
263
$981K 0.05%
15,556
+5,867
264
$971K 0.05%
5,452
+621
265
$969K 0.05%
17,078
+4,912
266
$969K 0.05%
10,653
+1,893
267
$965K 0.05%
12,284
+2,953
268
$960K 0.05%
12,890
-57
269
$955K 0.05%
11,291
-773
270
$952K 0.05%
7,551
-1,325
271
$951K 0.05%
15,013
-495
272
$951K 0.05%
16,388
+7,170
273
$951K 0.05%
11,541
+1,384
274
$947K 0.05%
5,590
+784
275
$947K 0.05%
23,097
+5,494
9 10
11
12 13