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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
126
$2.14M 0.12%
7,596
-384
127
$2.13M 0.11%
6,248
+1,613
128
$2.11M 0.11%
4,723
+729
129
$2.09M 0.11%
39,424
+867
130
$2.05M 0.11%
16,287
-6,952
131
$2M 0.11%
28,185
+319
132
$2M 0.11%
8,440
+1,441
133
$1.97M 0.11%
6,714
+763
134
$1.96M 0.11%
7,033
+1,342
135
$1.94M 0.1%
8,996
+933
136
$1.94M 0.1%
17,376
+1,663
137
$1.91M 0.1%
9,633
+246
138
$1.9M 0.1%
28,165
+11,633
139
$1.88M 0.1%
3,860
+589
140
$1.86M 0.1%
18,608
+1,604
141
$1.86M 0.1%
7,126
+1,295
142
$1.83M 0.1%
95,016
+6,762
143
$1.81M 0.1%
8,985
+550
144
$1.77M 0.1%
21,147
-885
145
$1.77M 0.09%
23,007
+1,603
146
$1.76M 0.09%
2,864
+334
147
$1.74M 0.09%
3,591
+611
148
$1.71M 0.09%
60,443
+10,245
149
$1.67M 0.09%
12,674
+2,785
150
$1.67M 0.09%
3,353
-519
4 5
6
7 8