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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
401
$638K 0.03%
140,532
-1,818
402
$637K 0.03%
5,679
+181
403
$636K 0.03%
3,656
+199
404
$635K 0.03%
20,373
+8,463
405
$635K 0.03%
11,435
-10,069
406
$634K 0.03%
14,090
+5,389
407
$632K 0.03%
3,733
+1,716
408
$631K 0.03%
4,429
+2,264
409
$629K 0.03%
10,315
+982
410
$624K 0.03%
12,907
+1,957
411
$624K 0.03%
6,566
+2,262
412
$617K 0.03%
23,639
+11,606
413
$616K 0.03%
3,231
+1,786
414
$615K 0.03%
11,118
-527
415
$611K 0.03%
2,566
+1,401
416
$610K 0.03%
7,308
+1,192
417
$610K 0.03%
12,081
+1,027
418
$609K 0.03%
3,610
+219
419
$608K 0.03%
1,755
+246
420
$607K 0.03%
2,368
+662
421
$606K 0.03%
1,562
+208
422
$605K 0.03%
7,278
-128
423
$604K 0.03%
8,660
+632
424
$603K 0.03%
+4,678
425
$603K 0.03%
7,270
+335
15 16
17
18 19