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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
$1.99B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.8M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$17.3M

Top Sells

1
+$35.3M
2
+$21.1M
3
+$13.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.34M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.88M

Sector Composition

1 Technology 16.93%
2 Communication Services 10.14%
3 Financials 8.38%
4 Consumer Discretionary 6.97%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMF icon
1
iShares California Muni Bond ETF
CMF
$4.45B
$76.9M 3.87%
1,352,128
+204,365
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.44T
$70.8M 3.56%
246,311
+73,130
AAPL icon
3
Apple
AAPL
$4.27T
$57M 2.86%
224,444
+691
NVDA icon
4
NVIDIA
NVDA
$5.04T
$56.6M 2.85%
324,553
-3,567
META icon
5
Meta Platforms (Facebook)
META
$1.48T
$48.2M 2.43%
84,286
-616
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$46.4M 2.33%
664,819
+132,520
MSFT icon
7
Microsoft
MSFT
$3T
$42.2M 2.12%
113,877
+24
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$136B
$39.1M 1.97%
394,329
+107,260
DASH icon
9
DoorDash
DASH
$67.8B
$38.4M 1.93%
255,815
-188
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.42T
$37M 1.86%
129,135
+63,144
IVV icon
11
iShares Core S&P 500 ETF
IVV
$833B
$33M 1.66%
50,468
-672
SPAB icon
12
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.67B
$31.4M 1.58%
1,224,099
+15,647
IGIB icon
13
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$30.1M 1.51%
564,705
+39,204
PWZ icon
14
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
$28.8M 1.45%
1,205,055
-83,740
PCY icon
15
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$28.1M 1.41%
1,342,138
+33,662
CMBS icon
16
iShares CMBS ETF
CMBS
$475M
$25.7M 1.29%
527,656
-106,191
AMZN icon
17
Amazon
AMZN
$2.63T
$24.7M 1.24%
118,572
+6,720
IAGG icon
18
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$24.5M 1.23%
490,138
-17,638
MCHI icon
19
iShares MSCI China ETF
MCHI
$6.24B
$24.2M 1.22%
431,051
+19,858
STIP icon
20
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$23.4M 1.18%
+225,964
IAU icon
21
iShares Gold Trust
IAU
$66.1B
$22.9M 1.15%
259,921
-37,664
VMBS icon
22
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$22.9M 1.15%
+487,281
AVGO icon
23
Broadcom
AVGO
$1.86T
$22.7M 1.14%
73,450
-2,489
XYZ
24
Block Inc
XYZ
$40.6B
$21.5M 1.08%
357,847
-809
RBLX icon
25
Roblox
RBLX
$30.8B
$20.8M 1.05%
367,745
+98,603
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