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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
501
$497K 0.03%
3,121
+1,400
502
$494K 0.03%
4,173
+157
503
$492K 0.03%
7,275
+1,666
504
$491K 0.03%
5,548
+857
505
$489K 0.03%
+13,985
506
$488K 0.03%
41,772
+27,035
507
$478K 0.03%
79,432
+7,792
508
$474K 0.03%
7,028
+1,996
509
$472K 0.03%
4,997
+582
510
$471K 0.03%
2,825
-189
511
$470K 0.03%
15,269
+4,158
512
$470K 0.03%
6,215
+1,904
513
$467K 0.03%
15,450
+3,366
514
$466K 0.03%
8,066
+1,861
515
$466K 0.03%
1,899
+362
516
$465K 0.03%
5,166
+1,683
517
$462K 0.02%
6,207
+169
518
$462K 0.02%
3,601
+900
519
$462K 0.02%
16,073
+134
520
$462K 0.02%
+16,111
521
$461K 0.02%
1,758
+767
522
$461K 0.02%
7,131
+361
523
$461K 0.02%
+7,862
524
$460K 0.02%
2,109
+676
525
$459K 0.02%
3,337
-129
19 20
21
22 23