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
276
$743K 0.05%
4,831
+433
277
$741K 0.05%
4,636
+1,270
278
$740K 0.05%
9,681
-12,802
279
$740K 0.05%
7,037
-895
280
$738K 0.05%
2,994
+45
281
$737K 0.05%
4,367
+666
282
$734K 0.05%
70,809
+1,236
283
$729K 0.05%
+1
284
$725K 0.05%
8,521
-1,922
285
$721K 0.05%
3,982
+649
286
$718K 0.05%
9,789
+651
287
$718K 0.05%
2,753
+82
288
$716K 0.05%
2,690
+144
289
$712K 0.05%
1,450
+166
290
$711K 0.05%
+4,952
291
$708K 0.05%
9,261
-7,661
292
$706K 0.05%
2,504
+21
293
$701K 0.05%
+3,382
294
$690K 0.05%
1,353
+12
295
$687K 0.05%
16,673
+1,643
296
$679K 0.05%
+13,531
297
$678K 0.04%
28,819
+357
298
$665K 0.04%
2,267
+898
299
$663K 0.04%
2,823
+1,081
300
$658K 0.04%
5,498
-488
10 11
12
13 14