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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
526
$455K 0.02%
6,078
+1,593
527
$452K 0.02%
8,965
+3,382
528
$450K 0.02%
40,746
+26,768
529
$449K 0.02%
5,498
+307
530
$445K 0.02%
8,471
+4,404
531
$444K 0.02%
1,720
+227
532
$444K 0.02%
790
-85
533
$443K 0.02%
4,757
+670
534
$443K 0.02%
2,801
+791
535
$443K 0.02%
965
+2
536
$442K 0.02%
13,163
+2,226
537
$441K 0.02%
10,904
+4,371
538
$440K 0.02%
+9,718
539
$440K 0.02%
36,783
+5,160
540
$438K 0.02%
25,725
+2,844
541
$436K 0.02%
2,063
+888
542
$433K 0.02%
18,865
+3,796
543
$430K 0.02%
17,520
+2,413
544
$430K 0.02%
4,356
545
$428K 0.02%
14,779
+2,614
546
$428K 0.02%
42,927
+2,497
547
$427K 0.02%
2,680
+830
548
$426K 0.02%
7,489
+625
549
$426K 0.02%
1,722
+63
550
$425K 0.02%
+12,502
20 21
22
23 24