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
326
$581K 0.04%
+20,674
327
$579K 0.04%
1,238
+597
328
$574K 0.04%
12,402
-4,622
329
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13,293
+5,541
330
$571K 0.04%
19,218
+10,450
331
$570K 0.04%
8,028
-2,815
332
$569K 0.04%
5,480
+476
333
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13,166
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334
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7,737
+34
335
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13,742
+1,818
336
$564K 0.04%
+2,056
337
$564K 0.04%
1,027
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338
$562K 0.04%
+5,975
339
$562K 0.04%
17,656
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340
$561K 0.04%
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341
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343
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3,497
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344
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13,128
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345
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346
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9,831
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347
$545K 0.04%
24,929
+2,547
348
$545K 0.04%
2,923
+267
349
$544K 0.04%
7,406
350
$543K 0.04%
+1,600
12 13
14
15 16