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
426
$303K 0.02%
54,957
+496
427
$302K 0.02%
+2,173
428
$302K 0.02%
1,348
+158
429
$302K 0.02%
3,737
+565
430
$301K 0.02%
+3,076
431
$298K 0.02%
3,188
-2,405
432
$296K 0.02%
4,891
-101
433
$295K 0.02%
916
+18
434
$295K 0.02%
+3,346
435
$293K 0.02%
4,903
-1,019
436
$293K 0.02%
+1,255
437
$293K 0.02%
2,434
+666
438
$292K 0.02%
9,390
+1,200
439
$292K 0.02%
1,592
-262
440
$287K 0.02%
824
+162
441
$287K 0.02%
+778
442
$286K 0.02%
3,328
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443
$283K 0.02%
4,249
+155
444
$282K 0.02%
6,366
-158
445
$281K 0.02%
3,708
+312
446
$279K 0.02%
61,580
+2,765
447
$279K 0.02%
+144,485
448
$277K 0.02%
2,617
+797
449
$275K 0.02%
1,662
+444
450
$275K 0.02%
970
+445
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