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
$1.13B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.1M
3
+$17.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.47M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.29M

Top Sells

1
+$59M
2
+$19.6M
3
+$3.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.03M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.05M

Sector Composition

1 Technology 13.62%
2 Healthcare 7.21%
3 Financials 5.78%
4 Industrials 3.43%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.83M 0.78%
36,319
-1,834
27
$8.45M 0.75%
90,282
+5,667
28
$8.27M 0.73%
158,657
-2,718
29
$8.24M 0.73%
44,215
+2,542
30
$8.12M 0.72%
13,885
+79
31
$7.41M 0.66%
16,105
-204
32
$7.3M 0.65%
44,031
+163
33
$7M 0.62%
146,353
+972
34
$6.95M 0.61%
151,528
-24,245
35
$6.47M 0.57%
56,294
-2,070
36
$6.29M 0.56%
29,847
-188
37
$6.2M 0.55%
50,652
+10,258
38
$6.2M 0.55%
99,900
39
$5.99M 0.53%
160,121
-3,824
40
$5.54M 0.49%
6,250
-132
41
$5.5M 0.49%
32,900
-1,375
42
$5.48M 0.48%
9,336
-1,425
43
$5.45M 0.48%
67,505
+2,268
44
$5.33M 0.47%
30,794
+1,162
45
$5.22M 0.46%
29,927
+306
46
$4.92M 0.44%
100,734
+1,348
47
$4.66M 0.41%
16,947
-935
48
$4.65M 0.41%
27,298
+124
49
$4.47M 0.4%
+62,471
50
$4.42M 0.39%
16,978
+5,320
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