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
$2.01B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$7.82M
2 +$7.11M
3 +$4.69M
4
AAPL icon
Apple
AAPL
+$4.65M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.12M

Sector Composition

1 Technology 18.75%
2 Communication Services 8.97%
3 Financials 8.84%
4 Consumer Discretionary 8.19%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UDR icon
801
UDR
UDR
$12.2B
$247K 0.01%
+6,742
CAE icon
802
CAE Inc
CAE
$8.01B
$246K 0.01%
+8,102
LEG icon
803
Leggett & Platt
LEG
$1.34B
$246K 0.01%
22,379
-703
SHC icon
804
Sotera Health
SHC
$4.35B
$246K 0.01%
+13,942
PPL icon
805
PPL Corp
PPL
$26.3B
$244K 0.01%
+6,974
GRAL
806
GRAIL Inc
GRAL
$2.62B
$244K 0.01%
+2,851
MGM icon
807
MGM Resorts International
MGM
$12.4B
$244K 0.01%
6,680
+16
PL icon
808
Planet Labs
PL
$15.4B
$243K 0.01%
12,342
PRF icon
809
Invesco FTSE RAFI US 1000 ETF
PRF
$9.61B
$243K 0.01%
5,178
SEIC icon
810
SEI Investments
SEIC
$10.5B
$243K 0.01%
2,958
-202
VNT icon
811
Vontier
VNT
$4.01B
$241K 0.01%
+6,473
WCN
812
Waste Connections
WCN
$38.3B
$240K 0.01%
+1,370
VTRS icon
813
Viatris
VTRS
$18.1B
$240K 0.01%
19,264
+4,714
ARE icon
814
Alexandria Real Estate Equities
ARE
$8.93B
$240K 0.01%
4,895
-1,110
ACGL icon
815
Arch Capital
ACGL
$30.7B
$238K 0.01%
+2,485
DECK icon
816
Deckers Outdoor
DECK
$14.9B
$238K 0.01%
+2,293
KMPR icon
817
Kemper
KMPR
$1.35B
$237K 0.01%
5,855
+1,584
LVS icon
818
Las Vegas Sands
LVS
$33.7B
$236K 0.01%
+3,631
GPN icon
819
Global Payments
GPN
$18.6B
$236K 0.01%
3,053
-1,293
OKTA icon
820
Okta
OKTA
$21.7B
$236K 0.01%
2,725
-2,952
BCH icon
821
Banco de Chile
BCH
$18.6B
$236K 0.01%
+6,199
DOX icon
822
Amdocs
DOX
$6.46B
$235K 0.01%
2,919
-435
GLOB icon
823
Globant
GLOB
$1.71B
$235K 0.01%
+3,592
MAT icon
824
Mattel
MAT
$4.17B
$235K 0.01%
+11,822
NVR icon
825
NVR
NVR
$16.5B
$233K 0.01%
+32