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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
801
$144K 0.01%
34,526
-1,003
802
$135K 0.01%
+14,740
803
$129K 0.01%
11,263
804
$123K 0.01%
+3,001
805
$117K 0.01%
+18,646
806
$115K 0.01%
+10,359
807
$101K 0.01%
10,862
-1,294
808
$91.8K ﹤0.01%
+11,876
809
$67.3K ﹤0.01%
13,282
-12,736
810
$59.2K ﹤0.01%
16,663
811
– –
-11,780
812
– –
-17,383
813
– –
-2,462
814
– –
-9,133
815
– –
-2,536
816
– –
-3,836
817
– –
-3,733
818
– –
-2,784
819
– –
-2,109
820
– –
-680
821
– –
-10,568
822
– –
-11,035
823
– –
-3,274
824
– –
-6,129
825
– –
-3,014
31 32
33
34 35