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
401
$321K 0.03%
+3,364
402
$320K 0.03%
1,219
+105
403
$320K 0.03%
1,464
+164
404
$319K 0.03%
2,524
-53
405
$319K 0.03%
+7,752
406
$318K 0.03%
3,862
+228
407
$318K 0.03%
1,068
+279
408
$317K 0.03%
5,988
+1,504
409
$316K 0.03%
9,166
-189
410
$316K 0.03%
3,591
-2,186
411
$314K 0.03%
+6,819
412
$314K 0.03%
+10,322
413
$314K 0.03%
7,620
-1,255
414
$313K 0.03%
+2,709
415
$312K 0.03%
5,653
+551
416
$310K 0.03%
+2,347
417
$310K 0.03%
7,555
+2,117
418
$309K 0.03%
30,836
+12,957
419
$308K 0.03%
3,165
-748
420
$308K 0.03%
+936
421
$308K 0.03%
+2,085
422
$308K 0.03%
3,712
+576
423
$307K 0.03%
9,562
-1,257
424
$307K 0.03%
+928
425
$306K 0.02%
5,047
+1,037
15 16
17
18 19