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
101
$1.67M 0.15%
5,520
-1,488
102
$1.66M 0.15%
3,733
+112
103
$1.65M 0.15%
5,349
+39
104
$1.62M 0.15%
7,367
-39
105
$1.57M 0.14%
1,534
+48
106
$1.56M 0.14%
46,054
107
$1.55M 0.14%
2,656
+43
108
$1.54M 0.14%
17,309
+1,030
109
$1.54M 0.14%
19,938
+307
110
$1.54M 0.14%
11,672
+595
111
$1.5M 0.14%
10,841
112
$1.47M 0.14%
52,625
+772
113
$1.46M 0.13%
18,775
+978
114
$1.46M 0.13%
5,726
-400
115
$1.42M 0.13%
24,323
+221
116
$1.41M 0.13%
7,344
-66
117
$1.4M 0.13%
6,555
+304
118
$1.39M 0.13%
15,554
+282
119
$1.38M 0.13%
5,363
+7
120
$1.37M 0.13%
17,889
+134
121
$1.35M 0.12%
34,380
-1,561
122
$1.32M 0.12%
1,681
+125
123
$1.32M 0.12%
6,639
+1,487
124
$1.32M 0.12%
6,787
+1,075
125
$1.32M 0.12%
34,216
-1,072
3 4
5
6 7