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
$1.06B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.6M
3
+$859K
4
UL icon
Unilever
UL
+$403K
5
EW icon
Edwards Lifesciences
EW
+$371K

Top Sells

1
+$164M
2
+$114M
3
+$87.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$61M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$51.8M

Sector Composition

1 Technology 12.6%
2 Healthcare 7.3%
3 Financials 5.54%
4 Energy 3.63%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$281K 0.03%
963
-883
377
$279K 0.03%
3,675
-3,677
378
$278K 0.03%
1,664
-1,664
379
$276K 0.03%
4,766
-4,556
380
$274K 0.03%
2,658
-2,534
381
$274K 0.03%
1,248
-1,124
382
$273K 0.03%
+9,587
383
$271K 0.03%
1,040
-1,228
384
$269K 0.03%
8,256
-9,644
385
$268K 0.03%
5,020
-4,224
386
$265K 0.03%
963
-1,001
387
$263K 0.02%
2,033
-1,717
388
$262K 0.02%
3,695
-7,851
389
$262K 0.02%
1,622
-1,614
390
$260K 0.02%
1,308
-1,266
391
$259K 0.02%
2,552
-2,064
392
$258K 0.02%
3,282
-2,844
393
$251K 0.02%
+3,273
394
$250K 0.02%
1,735
-1,613
395
$250K 0.02%
2,047
-1,829
396
$249K 0.02%
6,714
-6,534
397
$248K 0.02%
1,612
-1,186
398
$247K 0.02%
1,161
-1,037
399
$242K 0.02%
1,837
-1,523
400
$241K 0.02%
12,801
+173
14 15
16
17 18