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
201
$822K 0.07%
3,984
-221
202
$820K 0.07%
3,154
-15
203
$808K 0.07%
8,293
-1,640
204
$793K 0.07%
11,912
-2,019
205
$791K 0.07%
1,666
-25
206
$774K 0.07%
10,080
+15
207
$773K 0.07%
9,377
+59
208
$773K 0.07%
5,085
-188
209
$772K 0.07%
5,380
+13
210
$759K 0.07%
71,767
+4,772
211
$757K 0.07%
14,841
-120
212
$755K 0.07%
1,491
-29
213
$753K 0.07%
8,455
+27
214
$751K 0.07%
8,337
-1,554
215
$733K 0.06%
14,025
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216
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217
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4,183
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218
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2,380
+76
219
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1,121
+19
220
$708K 0.06%
5,689
+6
221
$703K 0.06%
2,327
+133
222
$702K 0.06%
15,634
+4,563
223
$676K 0.06%
5,502
+227
224
$676K 0.06%
4,748
-97
225
$671K 0.06%
6,444
+185
7 8
9
10 11