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
$1.09B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.89M
3
+$1.12M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$1M

Top Sells

1
+$1.26M
2
+$1.26M
3
+$888K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$738K
5
BMY icon
Bristol-Myers Squibb
BMY
+$517K

Sector Composition

1 Technology 14%
2 Healthcare 7.27%
3 Financials 5.42%
4 Energy 3.39%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$266K 0.02%
12,858
+57
377
$265K 0.02%
6,999
+285
378
$264K 0.02%
4,883
+117
379
$262K 0.02%
1,168
+7
380
$261K 0.02%
1,928
-105
381
$261K 0.02%
3,732
+37
382
$261K 0.02%
13,664
-957
383
$259K 0.02%
2,596
384
$259K 0.02%
1,045
+5
385
$255K 0.02%
974
+11
386
$254K 0.02%
3,678
+3
387
$252K 0.02%
+1,028
388
$250K 0.02%
908
-55
389
$249K 0.02%
8,548
+292
390
$245K 0.02%
3,684
+31
391
$243K 0.02%
4,013
+39
392
$243K 0.02%
3,769
+6
393
$242K 0.02%
2,103
+56
394
$238K 0.02%
6,804
+54
395
$237K 0.02%
+4,661
396
$237K 0.02%
3,344
+71
397
$232K 0.02%
+1,799
398
$232K 0.02%
2,953
+24
399
$231K 0.02%
+11,710
400
$230K 0.02%
+1,621
14 15
16
17 18