SC
Syon Capital Portfolio holdings
AUM
$1.51B
1-Year Est. Return
19.75%
1 Year Est. Return
+19.75%
AUM
$1.51B
AUM Growth
+$281M
(+23%)
Holding
792
Top Buys
| 1 | +$62.9M | |
| 2 | +$27.5M | |
| 3 | +$20.6M | |
| 4 |
XYZ
Block Inc
XYZ
|
+$14.7M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$12.3M |
Top Sells
| 1 | +$15.6M | |
| 2 | +$15.6M | |
| 3 | +$11.6M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$9.68M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$7.82M |
Sector Composition
| 1 | Technology | 17.3% |
| 2 | Consumer Discretionary | 8.56% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 7.37% |
| 5 | Healthcare | 5.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Royal Caribbean
RCL
$87B
| $909K | 0.06% |
2,904
+296
|
|
||
227
CBRE Group
CBRE
$47.9B
| $903K | 0.06% |
6,447
+671
|
|
||
228
JPMorgan BetaBuilders Canada ETF
BBCA
$8.98B
| $903K | 0.06% |
11,188
-1,774
|
|
||
229
DuPont de Nemours
DD
$34.1B
| $901K | 0.06% |
13,143
+4,038
|
|
||
230
Oneok
OKE
$43.6B
| $899K | 0.06% |
11,018
-1,323
|
|
||
231
RELX
RELX
$84.9B
| $898K | 0.06% |
16,534
+2,898
|
|
||
232
Thomson Reuters
TRI
$73.2B
| $896K | 0.06% |
4,456
+131
|
|
||
233
Financial Select Sector SPDR Fund
XLF
$54.9B
| $894K | 0.06% |
17,079
-7,766
|
|
||
234
Zebra Technologies
ZBRA
$15.8B
| $894K | 0.06% |
+2,899
|
|
||
235
Yum! Brands
YUM
$39.7B
| $891K | 0.06% |
6,013
+2,091
|
|
||
236
Canadian Natural Resources
CNQ
$65.5B
| $886K | 0.06% |
28,219
+314
|
|
||
237
Medtronic
MDT
$121B
| $873K | 0.06% |
10,010
-2,391
|
|
||
238
CSX Corp
CSX
$67B
| $865K | 0.06% |
26,514
+1,714
|
|
||
239
Travelers Companies
TRV
$60.3B
| $862K | 0.06% |
3,224
+43
|
|
||
240
Duke Energy
DUK
$99.1B
| $862K | 0.06% |
7,304
+2,436
|
|
||
241
Shell
SHEL
$217B
| $861K | 0.06% |
12,230
-1,744
|
|
||
242
State Street
STT
$33B
| $860K | 0.06% |
8,086
+1,961
|
|
||
243
Pfizer
PFE
$141B
| $854K | 0.06% |
35,229
-15,738
|
|
||
244
Kimberly-Clark
KMB
$40B
| $843K | 0.06% |
6,537
+1,523
|
|
||
245
Verizon
VZ
$165B
| $832K | 0.05% |
19,236
+398
|
|
||
246
Sherwin-Williams
SHW
$83.8B
| $831K | 0.05% |
2,421
-184
|
|
||
247
Sensata Technologies
ST
$4.6B
| $828K | 0.05% |
+27,497
|
|
||
248
Shopify
SHOP
$228B
| $821K | 0.05% |
7,115
-333
|
|
||
249
MetLife
MET
$52.5B
| $817K | 0.05% |
10,157
+527
|
|
||
250
Suncor Energy
SU
$48.6B
| $817K | 0.05% |
21,803
-1,348
|
|