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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
601
$355K 0.02%
+1,811
602
$355K 0.02%
2,677
603
$352K 0.02%
4,592
+847
604
$349K 0.02%
+9,661
605
$349K 0.02%
4,483
+1,092
606
$349K 0.02%
5,840
+1,523
607
$346K 0.02%
3,673
-52
608
$346K 0.02%
10,613
+3,803
609
$346K 0.02%
4,123
+1
610
$344K 0.02%
+9,736
611
$341K 0.02%
935
612
$340K 0.02%
9,140
-384
613
$339K 0.02%
1,182
+247
614
$338K 0.02%
+2,243
615
$337K 0.02%
5,502
+1,053
616
$335K 0.02%
+6,652
617
$335K 0.02%
17,164
+1,635
618
$335K 0.02%
273
+72
619
$333K 0.02%
+6,572
620
$333K 0.02%
30,057
+15,965
621
$333K 0.02%
3,188
+584
622
$331K 0.02%
4,012
+4
623
$331K 0.02%
5,160
+1,108
624
$328K 0.02%
+2,943
625
$328K 0.02%
1,513
+413
23 24
25
26 27