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
476
$360K 0.02%
71,640
+10,060
477
$360K 0.02%
+3,790
478
$359K 0.02%
+1,096
479
$359K 0.02%
7,322
+1,324
480
$359K 0.02%
1,537
-60
481
$356K 0.02%
+16,113
482
$355K 0.02%
+3,886
483
$354K 0.02%
42,679
+13,840
484
$353K 0.02%
+4,961
485
$353K 0.02%
12,360
-1,288
486
$353K 0.02%
+5,091
487
$352K 0.02%
+7,485
488
$352K 0.02%
2,148
+12
489
$352K 0.02%
8,281
+2,375
490
$351K 0.02%
+22,881
491
$349K 0.02%
1,507
+43
492
$348K 0.02%
+5,046
493
$346K 0.02%
+11,035
494
$346K 0.02%
+12,084
495
$344K 0.02%
22,768
-2,201
496
$343K 0.02%
31,623
+787
497
$342K 0.02%
1,423
+168
498
$341K 0.02%
+6,458
499
$340K 0.02%
4,087
+876
500
$339K 0.02%
+5,050
18 19
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