We are live on ! Find out more
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
$1.06B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.3M
3
+$845K
4
UL icon
Unilever
UL
+$396K
5
CTVA icon
Corteva
CTVA
+$327K

Top Sells

1
+$151M
2
+$114M
3
+$87.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$61.1M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$51.3M

Sector Composition

1 Technology 12.6%
2 Healthcare 7.3%
3 Financials 5.54%
4 Energy 3.63%
5 Consumer Staples 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-26,542
502
– –
-4,648
503
– –
-25,084
504
– –
-2,652
505
– –
-20,098
506
– –
-30,020
507
– –
-2,360
508
– –
-277,462
509
– –
-12,712
510
– –
-64,790
511
– –
-8,822
512
– –
-10,252
513
– –
-3,017
514
– –
-10,858
515
– –
-12,518
17 18 19 20
21