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
326
$468K 0.04%
1,116
+172
327
$467K 0.04%
11,924
+1,376
328
$467K 0.04%
2,732
+1,536
329
$467K 0.04%
2,656
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330
$466K 0.04%
4,240
-1,076
331
$462K 0.04%
23,746
+6,081
332
$456K 0.04%
14,887
-868
333
$455K 0.04%
13,164
-36
334
$452K 0.04%
5,493
+649
335
$439K 0.04%
3,366
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336
$438K 0.04%
22,382
+4,481
337
$435K 0.04%
3,892
-271
338
$431K 0.04%
5,554
-441
339
$429K 0.03%
6,331
+419
340
$427K 0.03%
26,679
+1,070
341
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5,514
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342
$422K 0.03%
747
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343
$417K 0.03%
3,046
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344
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27,956
-8,724
345
$416K 0.03%
5,270
-3,642
346
$415K 0.03%
11,243
+1,840
347
$412K 0.03%
14,456
-17,330
348
$410K 0.03%
976
+167
349
$410K 0.03%
1,369
+268
350
$408K 0.03%
3,994
+229
12 13
14
15 16