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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
76
$3.32M 0.18%
23,854
-5,969
77
$3.29M 0.18%
17,661
-6,253
78
$3.29M 0.18%
6,890
+464
79
$3.21M 0.17%
19,830
+2,799
80
$3.16M 0.17%
33,406
+437
81
$3.12M 0.17%
62,525
+29,779
82
$3.08M 0.17%
23,038
+4,138
83
$3.05M 0.16%
22,770
-22
84
$3.05M 0.16%
8,678
+3,606
85
$3.05M 0.16%
18,216
+3,534
86
$2.99M 0.16%
68,584
+61,738
87
$2.9M 0.16%
11,723
+1,573
88
$2.89M 0.16%
8,369
-986
89
$2.82M 0.15%
18,133
+4,085
90
$2.79M 0.15%
19,119
+2,165
91
$2.77M 0.15%
54,846
+21,496
92
$2.76M 0.15%
15,108
+3,584
93
$2.75M 0.15%
7,345
+383
94
$2.74M 0.15%
2,348
+264
95
$2.73M 0.15%
16,855
+1,133
96
$2.71M 0.15%
3,970
+350
97
$2.71M 0.15%
8,920
+1,157
98
$2.69M 0.14%
32,071
+6,360
99
$2.68M 0.14%
22,570
-552
100
$2.66M 0.14%
47,295
+10,212
2 3
4
5 6