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
376
$500K 0.03%
+16,070
377
$495K 0.03%
10,950
+1,758
378
$495K 0.03%
3,722
+1,013
379
$494K 0.03%
1,744
+1,002
380
$494K 0.03%
5,517
+1,676
381
$492K 0.03%
2,403
-740
382
$492K 0.03%
10,984
+3,429
383
$491K 0.03%
+15,939
384
$490K 0.03%
913
-63
385
$488K 0.03%
26,259
+5,073
386
$488K 0.03%
+6,130
387
$486K 0.03%
881
+23
388
$484K 0.03%
4,140
+146
389
$481K 0.03%
2,296
+1,035
390
$480K 0.03%
6,340
+1,403
391
$475K 0.03%
+2,707
392
$473K 0.03%
882
-34
393
$470K 0.03%
+6,033
394
$470K 0.03%
+12,097
395
$470K 0.03%
1,509
+299
396
$467K 0.03%
+20,626
397
$466K 0.03%
1,583
+815
398
$465K 0.03%
+913
399
$464K 0.03%
13,737
-9,512
400
$461K 0.03%
5,898
+1,227
14 15
16
17 18