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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
676
$284K 0.02%
6,360
+1,294
677
$283K 0.02%
+5,235
678
$282K 0.02%
+909
679
$282K 0.02%
10,141
+1,017
680
$279K 0.02%
+9,700
681
$276K 0.01%
+3,673
682
$275K 0.01%
+1,919
683
$275K 0.01%
3,354
-532
684
$274K 0.01%
+4,960
685
$274K 0.01%
+9,005
686
$272K 0.01%
+1,663
687
$272K 0.01%
+789
688
$271K 0.01%
10,534
-2,965
689
$271K 0.01%
+6,595
690
$271K 0.01%
+4,222
691
$270K 0.01%
1,721
+249
692
$268K 0.01%
8,404
+919
693
$268K 0.01%
3,160
+320
694
$267K 0.01%
15,478
+1,908
695
$266K 0.01%
+4,580
696
$266K 0.01%
4,681
+784
697
$264K 0.01%
+8,744
698
$264K 0.01%
7,727
+1,709
699
$263K 0.01%
1,975
+489
700
$261K 0.01%
13,601
-1,074
26 27
28
29 30