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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
701
$261K 0.01%
+4,556
702
$260K 0.01%
+5,275
703
$259K 0.01%
1,021
+163
704
$257K 0.01%
3,222
+67
705
$256K 0.01%
17,018
+6,869
706
$256K 0.01%
+5,399
707
$255K 0.01%
+1,322
708
$255K 0.01%
+6,392
709
$255K 0.01%
+10,498
710
$253K 0.01%
+1,827
711
$253K 0.01%
+4,732
712
$252K 0.01%
+10,188
713
$251K 0.01%
4,414
+563
714
$251K 0.01%
+5,417
715
$250K 0.01%
1,935
+237
716
$250K 0.01%
+4,059
717
$250K 0.01%
+11,558
718
$248K 0.01%
862
+33
719
$248K 0.01%
+1,864
720
$247K 0.01%
5,510
721
$247K 0.01%
+3,716
722
$246K 0.01%
1,184
723
$245K 0.01%
2,578
-42
724
$244K 0.01%
+1,841
725
$242K 0.01%
+691
27 28
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