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
$1.13B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.1M
3
+$17.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.47M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.29M

Top Sells

1
+$59M
2
+$19.6M
3
+$3.06M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.03M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.05M

Sector Composition

1 Technology 13.62%
2 Healthcare 7.21%
3 Financials 5.78%
4 Industrials 3.43%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.15%
12,841
-1,137
102
$1.73M 0.15%
15,463
-91
103
$1.7M 0.15%
16,977
-332
104
$1.67M 0.15%
19,958
+20
105
$1.66M 0.15%
27,510
+3,187
106
$1.63M 0.14%
4,620
-900
107
$1.63M 0.14%
7,709
+365
108
$1.58M 0.14%
1,664
-17
109
$1.57M 0.14%
49,862
-785
110
$1.55M 0.14%
42,369
+3,841
111
$1.54M 0.14%
2,628
+216
112
$1.52M 0.13%
23,473
-345
113
$1.51M 0.13%
5,567
-15
114
$1.49M 0.13%
17,984
+95
115
$1.48M 0.13%
19,049
+274
116
$1.45M 0.13%
34,742
+362
117
$1.45M 0.13%
191,356
+8,306
118
$1.44M 0.13%
11,916
+1,886
119
$1.44M 0.13%
5,510
+1,079
120
$1.44M 0.13%
7,640
+785
121
$1.44M 0.13%
5,312
-37
122
$1.44M 0.13%
6,950
+163
123
$1.43M 0.13%
5,225
-138
124
$1.41M 0.12%
5,086
+24
125
$1.39M 0.12%
6,735
+180
3 4
5
6 7