We are live on ! Find out more
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
726
$242K 0.01%
+1,191
727
$241K 0.01%
+2,012
728
$241K 0.01%
+9,553
729
$241K 0.01%
+11,836
730
$238K 0.01%
1,027
-313
731
$238K 0.01%
2,655
-679
732
$238K 0.01%
3,580
-444
733
$237K 0.01%
2,457
-69
734
$236K 0.01%
+989
735
$236K 0.01%
6,607
+1,133
736
$235K 0.01%
16,579
+4,237
737
$234K 0.01%
5,178
738
$234K 0.01%
693
+10
739
$233K 0.01%
4,280
-2,887
740
$231K 0.01%
+1,020
741
$231K 0.01%
6,664
+11
742
$231K 0.01%
+1,639
743
$230K 0.01%
3,148
+381
744
$229K 0.01%
+1,755
745
$229K 0.01%
45,047
-1,622
746
$229K 0.01%
1,550
-647
747
$229K 0.01%
+9,290
748
$227K 0.01%
+23,209
749
$227K 0.01%
+3,100
750
$227K 0.01%
+2,544
28 29
30
31 32