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
$1.86B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28.6M
3
+$13.1M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$8.72M
5
MSFT icon
Microsoft
MSFT
+$8.07M

Top Sells

1
+$6.5M
2
+$3.87M
3
+$3.54M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.41M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$3.11M

Sector Composition

1 Technology 18.22%
2 Communication Services 9.47%
3 Consumer Discretionary 8.52%
4 Financials 8.14%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
26
iShares Bitcoin Trust
IBIT
$71.9B
$19.4M 1.04%
299,177
+97,740
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$102B
$15.3M 0.82%
71,132
+2,551
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.87T
$15.2M 0.82%
62,294
+7,178
DOCU icon
29
DocuSign
DOCU
$13.8B
$14M 0.75%
194,579
+100,934
JPM icon
30
JPMorgan Chase
JPM
$844B
$13.7M 0.74%
43,589
+4,944
EZU icon
31
iShare MSCI Eurozone ETF
EZU
$8.65B
$13.3M 0.72%
214,886
+1,247
XCEM icon
32
Columbia EM Core ex-China ETF
XCEM
$1.28B
$12.5M 0.67%
344,929
-106,647
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.3M 0.61%
22,541
+1,385
RING icon
34
iShares MSCI Global Gold Miners ETF
RING
$2.79B
$11.3M 0.61%
174,581
-19,466
TSLA icon
35
Tesla
TSLA
$1.5T
$10.5M 0.56%
23,602
+4,050
LLY icon
36
Eli Lilly
LLY
$889B
$10.1M 0.54%
13,253
+1,212
GLD icon
37
SPDR Gold Trust
GLD
$143B
$9.72M 0.52%
27,358
-2,237
EVR icon
38
Evercore
EVR
$13.3B
$9.45M 0.51%
28,022
-3,567
V icon
39
Visa
V
$628B
$8.76M 0.47%
25,662
+2,467
WMT icon
40
Walmart Inc. Common Stock
WMT
$902B
$8.58M 0.46%
83,294
+10,134
NFLX icon
41
Netflix
NFLX
$393B
$8.45M 0.45%
70,470
+11,900
EMB icon
42
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$8.42M 0.45%
88,481
+5,100
ORCL icon
43
Oracle
ORCL
$636B
$7.94M 0.43%
28,224
+4,421
XOM icon
44
Exxon Mobil
XOM
$504B
$7.68M 0.41%
68,099
-3,215
EPP icon
45
iShares MSCI Pacific ex Japan ETF
EPP
$1.75B
$7.39M 0.4%
143,320
-3,978
COST icon
46
Costco
COST
$388B
$7.34M 0.39%
7,927
-42
MA icon
47
Mastercard
MA
$484B
$7.18M 0.39%
12,621
+1,705
EWU icon
48
iShares MSCI United Kingdom ETF
EWU
$2.77B
$7.09M 0.38%
169,016
+6,650
VGT icon
49
Vanguard Information Technology ETF
VGT
$116B
$7.05M 0.38%
9,444
-324
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$6.35M 0.34%
117,242
+12,169
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