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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
576
$390K 0.02%
8,937
+4,031
577
$388K 0.02%
2,770
+518
578
$381K 0.02%
3,393
-26
579
$380K 0.02%
4,260
+1,749
580
$379K 0.02%
1,877
+4
581
$377K 0.02%
13,331
-1,050
582
$377K 0.02%
2,474
-167
583
$377K 0.02%
3,587
+14
584
$376K 0.02%
4,164
+921
585
$375K 0.02%
2,383
+187
586
$375K 0.02%
16,113
587
$374K 0.02%
17,491
-171
588
$373K 0.02%
+15,028
589
$372K 0.02%
3,392
+180
590
$371K 0.02%
4,900
+872
591
$370K 0.02%
5,023
+2,331
592
$370K 0.02%
2,085
+67
593
$370K 0.02%
+14,494
594
$368K 0.02%
13,980
+1,620
595
$363K 0.02%
+22,553
596
$361K 0.02%
1,436
-267
597
$361K 0.02%
1,608
+349
598
$361K 0.02%
4,346
+364
599
$360K 0.02%
5,050
600
$359K 0.02%
10,438
-3,299
22 23
24
25 26