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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
551
$425K 0.02%
1,807
+29
552
$424K 0.02%
16,300
+6,347
553
$424K 0.02%
5,000
+605
554
$421K 0.02%
8,929
+2,424
555
$419K 0.02%
26,312
+15,255
556
$416K 0.02%
16,761
+7,558
557
$416K 0.02%
+7,948
558
$414K 0.02%
5,137
+936
559
$411K 0.02%
10,479
-2,910
560
$411K 0.02%
7,547
+2,383
561
$410K 0.02%
+9,308
562
$408K 0.02%
6,350
+794
563
$408K 0.02%
4,477
+1,537
564
$404K 0.02%
4,839
-1,266
565
$401K 0.02%
2,317
+96
566
$400K 0.02%
12,367
+4,781
567
$399K 0.02%
+2,197
568
$399K 0.02%
1,946
+266
569
$399K 0.02%
18,837
+7,572
570
$398K 0.02%
3,904
+1,168
571
$398K 0.02%
2,226
+364
572
$394K 0.02%
1,816
+741
573
$394K 0.02%
1,894
+387
574
$393K 0.02%
10,126
+2,004
575
$390K 0.02%
2,284
+839
21 22
23
24 25