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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
426
$603K 0.03%
1,110
+631
427
$602K 0.03%
+5,319
428
$600K 0.03%
2,839
-10
429
$600K 0.03%
4,239
+1,004
430
$595K 0.03%
2,710
+355
431
$594K 0.03%
3,106
+2,256
432
$594K 0.03%
88,683
+34,864
433
$592K 0.03%
21,159
+7,864
434
$587K 0.03%
2,440
+1,017
435
$585K 0.03%
1,600
436
$584K 0.03%
31,891
+17,349
437
$583K 0.03%
3,379
+840
438
$583K 0.03%
8,195
+4,770
439
$582K 0.03%
1,665
+322
440
$580K 0.03%
7,556
-1,705
441
$580K 0.03%
34,671
+11,903
442
$580K 0.03%
12,691
-602
443
$580K 0.03%
6,470
+953
444
$580K 0.03%
5,061
+1,065
445
$577K 0.03%
7,594
+2,548
446
$577K 0.03%
2,919
+1,719
447
$576K 0.03%
2,611
+25
448
$575K 0.03%
7,834
+3,362
449
$575K 0.03%
1,471
+316
450
$572K 0.03%
1,656
+190
16 17
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