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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
326
$779K 0.04%
5,022
+96
327
$775K 0.04%
14,266
+4,435
328
$773K 0.04%
+51,231
329
$768K 0.04%
5,708
+2,356
330
$768K 0.04%
2,377
+794
331
$766K 0.04%
10,710
-1,520
332
$766K 0.04%
30,434
+9,808
333
$763K 0.04%
1,573
+123
334
$763K 0.04%
+7,383
335
$762K 0.04%
1,209
+182
336
$759K 0.04%
2,924
+234
337
$755K 0.04%
22,750
+10,498
338
$754K 0.04%
2,756
+815
339
$754K 0.04%
1
340
$753K 0.04%
20,757
+3,649
341
$751K 0.04%
17,780
+9,827
342
$750K 0.04%
7,624
+956
343
$749K 0.04%
9,149
+4,058
344
$748K 0.04%
+3,169
345
$744K 0.04%
5,082
-2,742
346
$738K 0.04%
+25,471
347
$735K 0.04%
2,277
+1,181
348
$732K 0.04%
12,301
+4,901
349
$731K 0.04%
+26,671
350
$731K 0.04%
+17,206
12 13
14
15 16