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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
451
$572K 0.03%
7,842
+2,881
452
$568K 0.03%
1,321
453
$563K 0.03%
1,129
-266
454
$563K 0.03%
19,833
+9,292
455
$563K 0.03%
4,337
+1,118
456
$560K 0.03%
+17,074
457
$559K 0.03%
2,733
+734
458
$558K 0.03%
14,229
+1,818
459
$558K 0.03%
69,805
+39,104
460
$557K 0.03%
4,346
+2,433
461
$556K 0.03%
2,974
+466
462
$550K 0.03%
1,328
+157
463
$549K 0.03%
3,719
+351
464
$548K 0.03%
+2,507
465
$548K 0.03%
2,732
+436
466
$545K 0.03%
696
-36
467
$544K 0.03%
6,475
+466
468
$543K 0.03%
9,598
+3,525
469
$543K 0.03%
4,445
+2,320
470
$543K 0.03%
7,407
+1,673
471
$540K 0.03%
3,865
+2,012
472
$539K 0.03%
409
-98
473
$537K 0.03%
3,123
+133
474
$536K 0.03%
5,171
+298
475
$533K 0.03%
2,392
+244
17 18
19
20 21