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
276
$597K 0.05%
4,699
+788
277
$594K 0.05%
4,868
+1,057
278
$589K 0.05%
6,697
-97
279
$587K 0.05%
2,311
+768
280
$585K 0.05%
13,252
-304
281
$583K 0.05%
9,964
+2,354
282
$582K 0.05%
1,341
+166
283
$579K 0.05%
2,546
+38
284
$579K 0.05%
6,298
+1,119
285
$574K 0.05%
9,009
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286
$574K 0.05%
3,333
+780
287
$566K 0.05%
5,965
-165
288
$562K 0.05%
19,812
-438
289
$562K 0.05%
6,071
+361
290
$560K 0.05%
2,705
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291
$549K 0.04%
1,284
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292
$548K 0.04%
6,125
+1,545
293
$547K 0.04%
5,004
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294
$539K 0.04%
6,421
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295
$536K 0.04%
3,143
+1,460
296
$536K 0.04%
2,608
+105
297
$531K 0.04%
139,091
-4,612
298
$527K 0.04%
10,802
+5,002
299
$527K 0.04%
4,119
-3,623
300
$525K 0.04%
15,030
+363
10 11
12
13 14