SC

Syon Capital Portfolio holdings

AUM $1.51B
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.89M
3
+$1.12M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$1M

Top Sells

1
+$1.26M
2
+$1.26M
3
+$888K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$738K
5
BMY icon
Bristol-Myers Squibb
BMY
+$517K

Sector Composition

1 Technology 14%
2 Healthcare 7.27%
3 Financials 5.42%
4 Energy 3.39%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.22%
4,250
+104
77
$2.34M 0.22%
41,125
+846
78
$2.31M 0.21%
58,150
+1,885
79
$2.23M 0.2%
6,470
-49
80
$2.22M 0.2%
4,007
+169
81
$2.19M 0.2%
13,978
+105
82
$2.18M 0.2%
10,514
+48
83
$2.13M 0.2%
43,996
+9
84
$2.05M 0.19%
8,214
+266
85
$2.05M 0.19%
26,561
+802
86
$2.03M 0.19%
5,953
+146
87
$1.99M 0.18%
30,862
+473
88
$1.97M 0.18%
3,636
+104
89
$1.95M 0.18%
6,235
+756
90
$1.91M 0.18%
5,735
+98
91
$1.89M 0.17%
18,144
-283
92
$1.88M 0.17%
27,633
+49
93
$1.88M 0.17%
45,315
+1,550
94
$1.81M 0.17%
5,765
+64
95
$1.72M 0.16%
8,182
+127
96
$1.72M 0.16%
19,564
-267
97
$1.72M 0.16%
27,251
-23
98
$1.7M 0.16%
57,553
+6,080
99
$1.69M 0.16%
15,880
-10
100
$1.68M 0.15%
23,741
+709
2 3
4
5 6