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
401
$461K 0.03%
+5,424
402
$460K 0.03%
+5,881
403
$459K 0.03%
875
-570
404
$459K 0.03%
9,333
-1,116
405
$459K 0.03%
5,714
+1,947
406
$458K 0.03%
3,841
-2,826
407
$458K 0.03%
+4,392
408
$453K 0.03%
+6,864
409
$452K 0.03%
2,758
+1,254
410
$449K 0.03%
1,466
+306
411
$447K 0.03%
2,747
+1,155
412
$447K 0.03%
+3,965
413
$446K 0.03%
1,343
+455
414
$445K 0.03%
1,821
+924
415
$445K 0.03%
+2,355
416
$444K 0.03%
2,634
+643
417
$443K 0.03%
1,171
+354
418
$442K 0.03%
1,706
+267
419
$442K 0.03%
+1,354
420
$438K 0.03%
+4,802
421
$437K 0.03%
+4,415
422
$436K 0.03%
3,368
+125
423
$435K 0.03%
+14,798
424
$435K 0.03%
1,383
+164
425
$433K 0.03%
37,716
+8,627
15 16
17
18 19