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
351
$408K 0.03%
+1,210
352
$402K 0.03%
3,248
+821
353
$398K 0.03%
1,721
+77
354
$398K 0.03%
9,125
+1,801
355
$393K 0.03%
2,236
-141
356
$392K 0.03%
1,160
+81
357
$392K 0.03%
4,266
+2,330
358
$388K 0.03%
+9,192
359
$387K 0.03%
3,243
+765
360
$386K 0.03%
24,969
+7,509
361
$384K 0.03%
55,888
-5,537
362
$383K 0.03%
+1,742
363
$383K 0.03%
3,274
-397
364
$383K 0.03%
25,722
+8,972
365
$376K 0.03%
4,929
-347
366
$373K 0.03%
+13,740
367
$373K 0.03%
6,717
+1,101
368
$372K 0.03%
+2,663
369
$370K 0.03%
4,937
+940
370
$369K 0.03%
+15,379
371
$366K 0.03%
1,106
+92
372
$366K 0.03%
+3,841
373
$366K 0.03%
1,760
+187
374
$364K 0.03%
+5,702
375
$363K 0.03%
9,070
+1,374
13 14
15
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