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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
376
$684K 0.04%
2,628
+807
377
$683K 0.04%
24,042
+9,244
378
$681K 0.04%
8,121
+1,124
379
$677K 0.04%
64,600
+21,921
380
$677K 0.04%
6,109
+4,001
381
$676K 0.04%
37,387
382
$676K 0.04%
1,191
+227
383
$675K 0.04%
19,248
+1,592
384
$674K 0.04%
12,113
+6,888
385
$672K 0.04%
3,343
+420
386
$669K 0.04%
32,346
+6,087
387
$665K 0.04%
2,486
+742
388
$664K 0.04%
3,451
+9
389
$661K 0.04%
21,511
+2,293
390
$657K 0.04%
22,735
+2,061
391
$656K 0.04%
713
+157
392
$656K 0.04%
73,101
+2,292
393
$655K 0.04%
4,913
+270
394
$654K 0.04%
6,777
+647
395
$649K 0.03%
1,016
+103
396
$647K 0.03%
14,742
+1,503
397
$646K 0.03%
8,686
-995
398
$645K 0.03%
677
-39
399
$642K 0.03%
5,739
+164
400
$641K 0.03%
7,602
+2,222
14 15
16
17 18