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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
651
$305K 0.02%
2,405
+78
652
$305K 0.02%
+2,467
653
$305K 0.02%
+6,648
654
$304K 0.02%
6,755
-567
655
$303K 0.02%
+10,959
656
$303K 0.02%
2,115
+87
657
$303K 0.02%
+1,545
658
$303K 0.02%
3,561
-108
659
$299K 0.02%
+2,439
660
$296K 0.02%
4,234
+207
661
$295K 0.02%
+21,136
662
$295K 0.02%
+6,062
663
$295K 0.02%
11,191
664
$294K 0.02%
3,062
665
$294K 0.02%
1,811
-896
666
$293K 0.02%
+1,261
667
$293K 0.02%
+574
668
$292K 0.02%
2,107
+44
669
$291K 0.02%
4,875
+502
670
$291K 0.02%
10,154
+3,032
671
$290K 0.02%
1,803
-83
672
$290K 0.02%
2,287
-1,567
673
$287K 0.02%
+3,001
674
$287K 0.02%
2,120
+539
675
$285K 0.02%
+2,671
25 26
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