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

Top Buys

1
+$28.4M
2
+$27.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$7.95M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$7.94M

Top Sells

1
+$6.49M
2
+$3.72M
3
+$3.67M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.37M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$3.05M

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
$54.4B
$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
$3.71T
$15.2M 0.82%
62,294
+7,178
DOCU
29
DocuSign
DOCU
$9.74B
$14M 0.75%
194,579
+100,934
JPM icon
30
JPMorgan Chase
JPM
$779B
$13.7M 0.74%
43,589
+4,944
EZU icon
31
iShare MSCI Eurozone ETF
EZU
$9.54B
$13.3M 0.72%
214,886
+1,247
XCEM icon
32
Columbia EM Core ex-China ETF
XCEM
$1.51B
$12.5M 0.67%
344,929
-106,647
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.07T
$11.3M 0.61%
22,541
+1,385
RING icon
34
iShares MSCI Global Gold Miners ETF
RING
$3.67B
$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
$894B
$10.1M 0.54%
13,253
+1,212
GLD icon
37
SPDR Gold Trust
GLD
$180B
$9.72M 0.52%
27,358
-2,237
EVR icon
38
Evercore
EVR
$11.4B
$9.45M 0.51%
28,022
-3,567
V icon
39
Visa
V
$605B
$8.76M 0.47%
25,662
+2,467
WMT icon
40
Walmart Inc
WMT
$997B
$8.58M 0.46%
83,294
+10,134
NFLX icon
41
Netflix
NFLX
$409B
$8.45M 0.45%
70,470
+11,900
EMB icon
42
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.4B
$8.42M 0.45%
88,481
+5,100
ORCL icon
43
Oracle
ORCL
$429B
$7.94M 0.43%
28,224
+4,421
XOM icon
44
Exxon Mobil
XOM
$617B
$7.68M 0.41%
68,099
-3,215
EPP icon
45
iShares MSCI Pacific ex Japan ETF
EPP
$2.1B
$7.39M 0.4%
143,320
-3,978
COST icon
46
Costco
COST
$443B
$7.34M 0.39%
7,927
-42
MA icon
47
Mastercard
MA
$459B
$7.18M 0.39%
12,621
+1,705
EWU icon
48
iShares MSCI United Kingdom ETF
EWU
$3.09B
$7.09M 0.38%
169,016
+6,650
VGT icon
49
Vanguard Information Technology ETF
VGT
$110B
$7.05M 0.38%
9,444
-324
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$6.35M 0.34%
117,242
+12,169
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