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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
201
$1.27M 0.07%
12,472
+3,951
202
$1.26M 0.07%
3,834
203
$1.26M 0.07%
43,653
+6,824
204
$1.24M 0.07%
38,063
+6,651
205
$1.24M 0.07%
28,691
+1,267
206
$1.23M 0.07%
13,606
-181
207
$1.23M 0.07%
5,019
+1,037
208
$1.23M 0.07%
12,338
-1,510
209
$1.23M 0.07%
3,925
+462
210
$1.22M 0.07%
38,912
+1,856
211
$1.21M 0.07%
5,531
+1,164
212
$1.21M 0.07%
4,198
-1,085
213
$1.21M 0.06%
25,522
-220
214
$1.2M 0.06%
24,356
+5,099
215
$1.2M 0.06%
9,886
+1,701
216
$1.2M 0.06%
4,867
+1,246
217
$1.2M 0.06%
12,565
+2,555
218
$1.19M 0.06%
10,277
+2,191
219
$1.19M 0.06%
74,318
+57,071
220
$1.18M 0.06%
14,788
+451
221
$1.18M 0.06%
9,497
+2,960
222
$1.18M 0.06%
14,381
-272
223
$1.18M 0.06%
4,927
+727
224
$1.17M 0.06%
9,469
+2,165
225
$1.17M 0.06%
15,328
+7,838
7 8
9
10 11