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
26
$12.7M 0.84%
213,639
+6,617
27
$12.3M 0.82%
+201,437
28
$11.2M 0.74%
38,645
+3,747
29
$10.3M 0.68%
21,156
+2,984
30
$9.78M 0.65%
55,116
+816
31
$9.39M 0.62%
12,041
+371
32
$9.02M 0.6%
29,595
-4,167
33
$8.53M 0.57%
31,589
+29,943
34
$8.5M 0.56%
194,047
-33,044
35
$8.24M 0.55%
23,195
+1,460
36
$7.89M 0.52%
7,969
+1,053
37
$7.84M 0.52%
58,570
+2,580
38
$7.72M 0.51%
83,381
-22,810
39
$7.69M 0.51%
71,314
-5,015
40
$7.29M 0.48%
93,645
+3,585
41
$7.27M 0.48%
147,298
+47,825
42
$7.15M 0.47%
73,160
+1,349
43
$6.48M 0.43%
9,768
-598
44
$6.45M 0.43%
162,366
+10,447
45
$6.21M 0.41%
19,552
+8,180
46
$6.13M 0.41%
+98,907
47
$6.13M 0.41%
10,916
+492
48
$5.83M 0.39%
92,313
-44,116
49
$5.77M 0.38%
7,522
+2,797
50
$5.4M 0.36%
19,277
-1,347
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