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
376
$363K 0.03%
3,347
+25
377
$362K 0.03%
6,566
+1,526
378
$361K 0.03%
1,597
+67
379
$359K 0.03%
3,477
+988
380
$358K 0.03%
303
+98
381
$355K 0.03%
4,442
+721
382
$351K 0.03%
1,339
+474
383
$350K 0.03%
1,439
-274
384
$346K 0.03%
261
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385
$344K 0.03%
5,470
+1,527
386
$343K 0.03%
3,114
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387
$340K 0.03%
13,648
+2,096
388
$339K 0.03%
5,998
-466
389
$339K 0.03%
4,671
-136
390
$338K 0.03%
4,948
+2
391
$337K 0.03%
2,978
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392
$337K 0.03%
2,136
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393
$335K 0.03%
+1,991
394
$332K 0.03%
901
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395
$332K 0.03%
25,565
-1,008
396
$329K 0.03%
+1,646
397
$326K 0.03%
+2,943
398
$325K 0.03%
21,186
+2,325
399
$325K 0.03%
29,089
+4,336
400
$322K 0.03%
12,691
+1,421
14 15
16
17 18