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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
51
$6.03M 0.32%
8,637
+1,115
52
$5.83M 0.31%
89,262
-9,645
53
$5.75M 0.31%
24,839
+3,491
54
$5.72M 0.31%
19,311
+34
55
$5.68M 0.31%
14,025
+1,730
56
$5.65M 0.3%
7,099
+888
57
$5.06M 0.27%
27,297
+894
58
$4.72M 0.25%
88,451
-1,053
59
$4.66M 0.25%
90,258
+10,535
60
$4.55M 0.24%
56,683
+11,175
61
$4.49M 0.24%
90,484
+10,412
62
$4.49M 0.24%
66,458
-25,855
63
$4.3M 0.23%
91,019
-16,255
64
$4.24M 0.23%
115,136
65
$4.15M 0.22%
41,367
+2,337
66
$3.98M 0.21%
6,496
-170
67
$3.95M 0.21%
31,225
+5,194
68
$3.88M 0.21%
32,788
+4,394
69
$3.82M 0.21%
24,892
-4,689
70
$3.76M 0.2%
12,507
+1,998
71
$3.69M 0.2%
73,023
+16,889
72
$3.52M 0.19%
51,701
+19
73
$3.41M 0.18%
21,460
+3,255
74
$3.39M 0.18%
17,595
+827
75
$3.37M 0.18%
7,091
+670
1 2
3
4 5