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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
151
$1.67M 0.09%
3,920
+695
152
$1.64M 0.09%
11,153
+578
153
$1.63M 0.09%
8,855
+2,055
154
$1.61M 0.09%
21,404
+4,190
155
$1.6M 0.09%
2,110
+544
156
$1.59M 0.09%
16,191
+1,832
157
$1.59M 0.09%
14,703
+2,574
158
$1.56M 0.08%
33,686
+4,326
159
$1.56M 0.08%
8,285
+665
160
$1.53M 0.08%
28,471
+11,392
161
$1.51M 0.08%
4,246
+398
162
$1.51M 0.08%
6,379
+640
163
$1.51M 0.08%
6,106
-525
164
$1.5M 0.08%
22,739
+4,919
165
$1.5M 0.08%
7,621
+1,305
166
$1.49M 0.08%
1,565
+78
167
$1.45M 0.08%
7,743
+158
168
$1.45M 0.08%
+44,427
169
$1.45M 0.08%
2,383
+252
170
$1.45M 0.08%
4,174
+1,753
171
$1.45M 0.08%
29,660
-157
172
$1.44M 0.08%
5,391
-910
173
$1.42M 0.08%
4,319
+814
174
$1.41M 0.08%
12,334
+952
175
$1.4M 0.08%
7,642
+177
5 6
7
8 9