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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
176
$1.4M 0.08%
1,448
-485
177
$1.39M 0.07%
6,522
-2,378
178
$1.39M 0.07%
8,360
+1,917
179
$1.39M 0.07%
50,892
+2,855
180
$1.38M 0.07%
+27,433
181
$1.38M 0.07%
9,544
+1,245
182
$1.38M 0.07%
5,292
+391
183
$1.37M 0.07%
20,297
+5,098
184
$1.37M 0.07%
6,897
-5
185
$1.36M 0.07%
318
+52
186
$1.36M 0.07%
19,344
+7,744
187
$1.35M 0.07%
12,309
+1,806
188
$1.35M 0.07%
3,206
+54
189
$1.34M 0.07%
7,955
+1,507
190
$1.33M 0.07%
4,843
+1,290
191
$1.33M 0.07%
9,443
+546
192
$1.33M 0.07%
4,174
+2,505
193
$1.33M 0.07%
11,044
+1,540
194
$1.32M 0.07%
2,889
+451
195
$1.32M 0.07%
5,583
+596
196
$1.31M 0.07%
19,705
-376
197
$1.31M 0.07%
4,045
+1,141
198
$1.31M 0.07%
2,855
+223
199
$1.29M 0.07%
2,354
+1,116
200
$1.27M 0.07%
4,515
+614
6 7
8
9 10