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
326
$382K 0.03%
5,870
+88
327
$382K 0.03%
7,997
-118
328
$381K 0.03%
5,300
+119
329
$380K 0.03%
752
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330
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331
$379K 0.03%
7,453
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332
$376K 0.03%
18,900
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333
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2,724
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334
$371K 0.03%
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-1,286
335
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-552
336
$367K 0.03%
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337
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6,314
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338
$363K 0.03%
931
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339
$362K 0.03%
116,051
-3,932
340
$362K 0.03%
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341
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21,388
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3,245
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344
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10,716
-192
345
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1,747
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346
$332K 0.03%
11,421
-293
347
$327K 0.03%
5,668
-82
348
$327K 0.03%
18,866
-203
349
$325K 0.03%
9,985
-880
350
$320K 0.03%
2,724
+23
12 13
14
15 16