SC

Syon Capital Portfolio holdings

AUM $2.01B
1-Year Est. Return 25.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$23M
3
+$20.5M
4
XYZ
Block Inc
XYZ
+$12.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.3M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$11.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.55M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.79M

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
$909K 0.06%
2,904
+296
227
$903K 0.06%
6,447
+671
228
$903K 0.06%
11,188
-1,774
229
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31,412
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230
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11,018
-1,323
231
$898K 0.06%
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232
$896K 0.06%
4,456
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233
$894K 0.06%
17,079
-7,766
234
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235
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6,013
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236
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28,219
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237
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238
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239
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3,224
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240
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6,537
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245
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19,236
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246
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247
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+27,497
248
$821K 0.05%
7,115
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249
$817K 0.05%
10,157
+527
250
$817K 0.05%
21,803
-1,348
8 9
10
11 12