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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
276
$946K 0.05%
3,353
+88
277
$938K 0.05%
22,429
+626
278
$936K 0.05%
3,347
+542
279
$935K 0.05%
13,950
+3,409
280
$934K 0.05%
9,780
+4,978
281
$930K 0.05%
6,934
+1,982
282
$929K 0.05%
7,416
+3,024
283
$923K 0.05%
20,192
+3,519
284
$923K 0.05%
9,555
+3,798
285
$923K 0.05%
20,731
+8,634
286
$919K 0.05%
4,866
+1,369
287
$918K 0.05%
7,048
+19
288
$916K 0.05%
12,550
+1,532
289
$916K 0.05%
1,525
-290
290
$914K 0.05%
9,000
-42
291
$914K 0.05%
7,619
+703
292
$913K 0.05%
21,800
+14,456
293
$911K 0.05%
11,042
+5,009
294
$905K 0.05%
3,046
+147
295
$899K 0.05%
108,693
-86,052
296
$894K 0.05%
33,903
+5,084
297
$894K 0.05%
2,589
-270
298
$891K 0.05%
3,778
+396
299
$886K 0.05%
11,079
-3,692
300
$885K 0.05%
10,795
+848
10 11
12
13 14