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
251
$810K 0.05%
2,805
+494
252
$799K 0.05%
9,331
+641
253
$797K 0.05%
11,946
+5,958
254
$797K 0.05%
8,743
+2,322
255
$791K 0.05%
9,947
+2,162
256
$791K 0.05%
1,395
-4
257
$783K 0.05%
10,541
+2,671
258
$782K 0.05%
8,517
+2,219
259
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3,047
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260
$778K 0.05%
7,029
+192
261
$777K 0.05%
2,426
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262
$771K 0.05%
507
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263
$771K 0.05%
14,653
+466
264
$764K 0.05%
26,104
+5,385
265
$763K 0.05%
+21,217
266
$762K 0.05%
37,387
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267
$761K 0.05%
3,442
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268
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4,400
-11
269
$756K 0.05%
3,621
+672
270
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13,389
+3,036
271
$751K 0.05%
9,276
-4,026
272
$750K 0.05%
4,926
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273
$749K 0.05%
47,893
-7,709
274
$747K 0.05%
11,600
+4,682
275
$745K 0.05%
716
+57
9 10
11
12 13