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
451
$275K 0.02%
+3,211
452
$274K 0.02%
+1,980
453
$274K 0.02%
34,029
-9,455
454
$272K 0.02%
3,767
+229
455
$272K 0.02%
11,533
+3,275
456
$272K 0.02%
+1,506
457
$270K 0.02%
9,949
+1,861
458
$267K 0.02%
+3,494
459
$267K 0.02%
+9,846
460
$267K 0.02%
+1,949
461
$267K 0.02%
3,065
+215
462
$264K 0.02%
+4,400
463
$263K 0.02%
1,861
-687
464
$262K 0.02%
57,291
+3,822
465
$260K 0.02%
1,119
+124
466
$260K 0.02%
+1,147
467
$260K 0.02%
+4,263
468
$259K 0.02%
+3,073
469
$259K 0.02%
1,805
+20
470
$257K 0.02%
+2,801
471
$257K 0.02%
+12,954
472
$256K 0.02%
2,455
-1,900
473
$254K 0.02%
+1,688
474
$254K 0.02%
3,919
+147
475
$252K 0.02%
+5,906
17 18
19
20 21