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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
301
$884K 0.05%
+24,205
302
$878K 0.05%
5,420
+1,637
303
$877K 0.05%
2,852
+99
304
$876K 0.05%
10,129
+4,248
305
$868K 0.05%
59,256
+25,275
306
$867K 0.05%
27,114
-1,105
307
$863K 0.05%
7,538
+501
308
$858K 0.05%
1,517
+164
309
$858K 0.05%
8,337
+2,362
310
$857K 0.05%
5,539
+2,391
311
$845K 0.05%
18,972
+5,230
312
$845K 0.05%
32,383
+7,454
313
$832K 0.04%
16,173
+9,849
314
$831K 0.04%
4,865
+1,270
315
$829K 0.04%
16,808
+5,263
316
$826K 0.04%
25,215
+657
317
$814K 0.04%
4,554
-82
318
$810K 0.04%
25,461
+9,391
319
$810K 0.04%
3,774
+701
320
$803K 0.04%
4,269
+287
321
$799K 0.04%
3,925
+1,522
322
$795K 0.04%
2,565
+139
323
$792K 0.04%
18,598
+9,871
324
$790K 0.04%
2,445
-1,723
325
$782K 0.04%
8,492
+3,068
11 12
13
14 15