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
451
$397K 0.03%
5,734
+2,794
452
$396K 0.03%
+1,391
453
$395K 0.03%
14,675
+3,142
454
$394K 0.03%
+5,191
455
$391K 0.03%
5,556
+1,170
456
$389K 0.03%
2,539
+366
457
$389K 0.03%
+3,733
458
$388K 0.03%
3,725
+560
459
$387K 0.03%
2,221
+416
460
$386K 0.03%
12,252
+5,717
461
$385K 0.03%
+17,662
462
$382K 0.03%
+7,400
463
$381K 0.03%
11,910
+2,520
464
$378K 0.03%
8,701
+1,882
465
$377K 0.03%
+8,727
466
$374K 0.02%
6,770
+1,987
467
$374K 0.02%
+1,155
468
$373K 0.02%
+12,267
469
$373K 0.02%
+4,052
470
$370K 0.02%
+2,197
471
$365K 0.02%
40,430
+21,187
472
$365K 0.02%
+3,219
473
$365K 0.02%
+12,165
474
$363K 0.02%
+1,493
475
$362K 0.02%
+1,999
17 18
19
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