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

Top Buys

1
+$3.23M
2
+$1.86M
3
+$1.11M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.03M
5
XOM icon
Exxon Mobil
XOM
+$1.01M

Top Sells

1
+$1.25M
2
+$1.24M
3
+$888K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$753K
5
BMY icon
Bristol-Myers Squibb
BMY
+$558K

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
451
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452
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453
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454
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455
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456
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457
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458
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459
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460
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461
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462
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463
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464
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-10,874
465
– –
-1,076
466
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-694
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