SC

Syon Capital Portfolio holdings

AUM $1.51B
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
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
+$62.9M
2
+$27.5M
3
+$20.6M
4
XYZ
Block Inc
XYZ
+$14.7M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$12.3M

Top Sells

1
+$15.6M
2
+$15.6M
3
+$11.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.82M

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
EZU icon
26
iShare MSCI Eurozone ETF
EZU
$8.04B
$12.7M 0.84%
213,639
+6,617
IBIT icon
27
iShares Bitcoin Trust
IBIT
$84.7B
$12.3M 0.81%
+201,437
JPM icon
28
JPMorgan Chase
JPM
$818B
$11.2M 0.74%
38,645
+3,747
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.3M 0.68%
21,156
+2,984
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.07T
$9.78M 0.64%
55,116
+816
LLY icon
31
Eli Lilly
LLY
$740B
$9.39M 0.62%
12,041
+371
GLD icon
32
SPDR Gold Trust
GLD
$131B
$9.02M 0.6%
29,595
-4,167
EVR icon
33
Evercore
EVR
$12.3B
$8.53M 0.56%
31,589
+29,943
RING icon
34
iShares MSCI Global Gold Miners ETF
RING
$2.23B
$8.5M 0.56%
194,047
-33,044
V icon
35
Visa
V
$674B
$8.24M 0.54%
23,195
+1,460
COST icon
36
Costco
COST
$417B
$7.89M 0.52%
7,969
+1,053
NFLX icon
37
Netflix
NFLX
$464B
$7.84M 0.52%
5,857
+258
EMB icon
38
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$7.72M 0.51%
83,381
-22,810
XOM icon
39
Exxon Mobil
XOM
$492B
$7.69M 0.51%
71,314
-5,015
DOCU icon
40
DocuSign
DOCU
$14.3B
$7.29M 0.48%
93,645
+3,585
EPP icon
41
iShares MSCI Pacific ex Japan ETF
EPP
$1.83B
$7.27M 0.48%
147,298
+47,825
WMT icon
42
Walmart
WMT
$846B
$7.15M 0.47%
73,160
+1,349
VGT icon
43
Vanguard Information Technology ETF
VGT
$112B
$6.48M 0.43%
9,768
-598
EWU icon
44
iShares MSCI United Kingdom ETF
EWU
$2.92B
$6.45M 0.43%
162,366
+10,447
TSLA icon
45
Tesla
TSLA
$1.44T
$6.21M 0.41%
19,552
+8,180
IJH icon
46
iShares Core S&P Mid-Cap ETF
IJH
$101B
$6.13M 0.4%
+98,907
MA icon
47
Mastercard
MA
$519B
$6.13M 0.4%
10,916
+492
EMXC icon
48
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$5.83M 0.38%
92,313
-44,116
SPOT icon
49
Spotify
SPOT
$133B
$5.77M 0.38%
7,522
+2,797
VIS icon
50
Vanguard Industrials ETF
VIS
$6.39B
$5.4M 0.36%
19,277
-1,347
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