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
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$13.8M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.07M
5
META icon
Meta Platforms (Facebook)
META
+$7.07M

Top Sells

1
+$58.3M
2
+$18.2M
3
+$10.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.29M

Sector Composition

1 Technology 14.54%
2 Healthcare 7.12%
3 Financials 7.05%
4 Communication Services 4.62%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$252K 0.02%
1,869
+382
477
$252K 0.02%
3,667
+64
478
$251K 0.02%
1,571
-157
479
$251K 0.02%
+433
480
$249K 0.02%
+1,607
481
$248K 0.02%
1,942
+424
482
$245K 0.02%
+2,620
483
$245K 0.02%
+2,244
484
$244K 0.02%
+7,201
485
$243K 0.02%
+7,247
486
$242K 0.02%
+2,030
487
$241K 0.02%
+1,872
488
$241K 0.02%
+2,145
489
$241K 0.02%
+993
490
$239K 0.02%
+8,768
491
$239K 0.02%
1,984
-112
492
$238K 0.02%
+1,189
493
$238K 0.02%
+2,180
494
$237K 0.02%
+897
495
$237K 0.02%
4,113
+536
496
$236K 0.02%
+2,355
497
$235K 0.02%
+1,391
498
$235K 0.02%
+641
499
$234K 0.02%
2,341
-164
500
$233K 0.02%
+13,392
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