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
401
$230K 0.02%
+280
402
$229K 0.02%
2,625
+73
403
$227K 0.02%
8,537
+107
404
$227K 0.02%
3,418
+136
405
$225K 0.02%
8,569
+80
406
$225K 0.02%
3,087
-3
407
$225K 0.02%
25,351
+4,193
408
$223K 0.02%
62,796
-1,742
409
$223K 0.02%
+1,783
410
$221K 0.02%
+2,841
411
$221K 0.02%
2,161
-285
412
$220K 0.02%
1,248
413
$218K 0.02%
+1,082
414
$217K 0.02%
1,826
+85
415
$216K 0.02%
3,296
-66
416
$215K 0.02%
+4,563
417
$213K 0.02%
12,406
+822
418
$211K 0.02%
2,712
+88
419
$210K 0.02%
10,589
-933
420
$209K 0.02%
1,231
+1
421
$207K 0.02%
2,909
-37
422
$205K 0.02%
1,888
+51
423
$204K 0.02%
967
+97
424
$203K 0.02%
3,364
+120
425
$201K 0.02%
+1,381
15 16
17
18 19