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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
476
$529K 0.03%
3,025
+267
477
$529K 0.03%
5,269
+2,137
478
$526K 0.03%
6,759
+861
479
$524K 0.03%
12,884
+4,603
480
$521K 0.03%
5,677
+3,644
481
$519K 0.03%
3,664
+1,621
482
$519K 0.03%
20,174
+7,193
483
$519K 0.03%
6,130
+3,474
484
$516K 0.03%
2,712
+344
485
$515K 0.03%
7,684
-349
486
$515K 0.03%
70,860
+42,611
487
$515K 0.03%
6,252
-88
488
$514K 0.03%
1,986
+688
489
$514K 0.03%
8,602
+865
490
$512K 0.03%
6,057
+343
491
$510K 0.03%
+3,663
492
$510K 0.03%
7,485
+2,435
493
$507K 0.03%
11,238
-1,164
494
$506K 0.03%
5,967
+2,177
495
$506K 0.03%
2,616
-207
496
$503K 0.03%
1,598
+207
497
$501K 0.03%
+3,545
498
$501K 0.03%
+31,070
499
$500K 0.03%
+6,005
500
$498K 0.03%
35,184
+6,674
18 19
20
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