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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
26
$19.4M 1.04%
299,177
+97,740
27
$15.3M 0.82%
71,132
+2,551
28
$15.2M 0.82%
62,294
+7,178
29
$14M 0.75%
194,579
+100,934
30
$13.7M 0.74%
43,589
+4,944
31
$13.3M 0.72%
214,886
+1,247
32
$12.5M 0.67%
344,929
-106,647
33
$11.3M 0.61%
22,541
+1,385
34
$11.3M 0.61%
174,581
-19,466
35
$10.5M 0.56%
23,602
+4,050
36
$10.1M 0.54%
13,253
+1,212
37
$9.72M 0.52%
27,358
-2,237
38
$9.45M 0.51%
28,022
-3,567
39
$8.76M 0.47%
25,662
+2,467
40
$8.58M 0.46%
83,294
+10,134
41
$8.45M 0.45%
70,470
+11,900
42
$8.42M 0.45%
88,481
+5,100
43
$7.94M 0.43%
28,224
+4,421
44
$7.68M 0.41%
68,099
-3,215
45
$7.39M 0.4%
143,320
-3,978
46
$7.34M 0.39%
7,927
-42
47
$7.18M 0.39%
12,621
+1,705
48
$7.09M 0.38%
169,016
+6,650
49
$7.05M 0.38%
75,552
-2,592
50
$6.35M 0.34%
117,242
+12,169
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