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
426
$433K 0.03%
1,778
+57
427
$429K 0.03%
3,235
+1,255
428
$428K 0.03%
2,586
+62
429
$428K 0.03%
4,016
+1,621
430
$428K 0.03%
1,058
-58
431
$427K 0.03%
3,457
+1,290
432
$426K 0.03%
28,510
+1,831
433
$425K 0.03%
+3,352
434
$423K 0.03%
14,381
-75
435
$421K 0.03%
+1,340
436
$420K 0.03%
4,691
+983
437
$418K 0.03%
5,609
+139
438
$418K 0.03%
7,167
-1,802
439
$416K 0.03%
3,996
+1,816
440
$416K 0.03%
2,508
-224
441
$413K 0.03%
+3,148
442
$411K 0.03%
+11,974
443
$411K 0.03%
+4,304
444
$407K 0.03%
556
+123
445
$406K 0.03%
3,573
+1,329
446
$404K 0.03%
+13,499
447
$404K 0.03%
11,233
-1,502
448
$403K 0.03%
3,391
+44
449
$401K 0.03%
4,047
+570
450
$399K 0.03%
1,659
+512
16 17
18
19 20