SC

Syon Capital Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$13.8M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.07M
5
META icon
Meta Platforms (Facebook)
META
+$7.07M

Top Sells

1
+$58.3M
2
+$18.2M
3
+$10.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.29M

Sector Composition

1 Technology 14.54%
2 Healthcare 7.12%
3 Financials 7.05%
4 Communication Services 4.62%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$695K 0.06%
20,555
-921
252
$688K 0.06%
10,843
+936
253
$687K 0.06%
13,636
+1,566
254
$687K 0.06%
3,000
+128
255
$680K 0.06%
9,105
+1,021
256
$674K 0.05%
4,398
-8
257
$666K 0.05%
38,526
-402
258
$661K 0.05%
17,680
+2,220
259
$653K 0.05%
6,837
+359
260
$651K 0.05%
659
+76
261
$650K 0.05%
3,223
+379
262
$649K 0.05%
14,187
+2,533
263
$648K 0.05%
5,650
+1,090
264
$644K 0.05%
4,386
+857
265
$642K 0.05%
7,785
+1,396
266
$642K 0.05%
464
+65
267
$640K 0.05%
2,949
+315
268
$625K 0.05%
6,417
-59
269
$623K 0.05%
2,671
+537
270
$620K 0.05%
2,997
-15
271
$619K 0.05%
2,440
+557
272
$618K 0.05%
28,462
+3,667
273
$617K 0.05%
3,922
+331
274
$615K 0.05%
7,285
+844
275
$604K 0.05%
2,552
+389
9 10
11
12 13