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
301
$652K 0.04%
8,760
+2,429
302
$647K 0.04%
2,579
+259
303
$641K 0.04%
2,859
-138
304
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6,009
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305
$635K 0.04%
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306
$634K 0.04%
3,014
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307
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6,668
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308
$627K 0.04%
8,033
+4,539
309
$620K 0.04%
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310
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3,073
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311
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6,149
+3,206
312
$616K 0.04%
6,105
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313
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12,979
-273
314
$610K 0.04%
8,164
+4,818
315
$609K 0.04%
11,645
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316
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317
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3,783
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318
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319
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142,350
+3,259
320
$598K 0.04%
12,166
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321
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17,603
+2,716
322
$593K 0.04%
+5,757
323
$589K 0.04%
4,643
+1,395
324
$585K 0.04%
8,807
+355
325
$582K 0.04%
732
+108
11 12
13
14 15