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SC

Syon Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.8M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$17.3M

Top Sells

1
+$35.3M
2
+$21.1M
3
+$13.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.34M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.88M

Sector Composition

1 Technology 16.93%
2 Communication Services 10.14%
3 Financials 8.38%
4 Consumer Discretionary 6.97%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSZ icon
501
First Trust Switzerland AlphaDEX Fund
FSZ
$40.1M
$573K 0.03%
7,219
-204
BALT icon
502
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$571K 0.03%
17,074
IWB icon
503
iShares Russell 1000 ETF
IWB
$46.9B
$570K 0.03%
1,600
SNN icon
504
Smith & Nephew
SNN
$13.1B
$570K 0.03%
17,941
-182
FCN icon
505
FTI Consulting
FCN
$4.81B
$567K 0.03%
3,210
+983
A icon
506
Agilent Technologies
A
$37.2B
$563K 0.03%
4,939
-450
LDOS icon
507
Leidos
LDOS
$15.3B
$562K 0.03%
3,615
-697
DGX icon
508
Quest Diagnostics
DGX
$22.6B
$562K 0.03%
2,867
-1,200
HSY icon
509
Hershey
HSY
$35.8B
$559K 0.03%
2,690
-330
BP icon
510
BP
BP
$111B
$558K 0.03%
11,867
+5,485
BURL icon
511
Burlington
BURL
$20.6B
$557K 0.03%
+1,713
CARR icon
512
Carrier Global
CARR
$56.5B
$557K 0.03%
9,898
+1,406
IFF icon
513
International Flavors & Fragrances
IFF
$19B
$554K 0.03%
7,631
+329
ATO icon
514
Atmos Energy
ATO
$28.3B
$552K 0.03%
2,990
+134
D icon
515
Dominion Energy
D
$58.7B
$552K 0.03%
8,927
+1,087
SAM icon
516
Boston Beer
SAM
$1.84B
$551K 0.03%
2,391
+1,058
CGNX icon
517
Cognex
CGNX
$9.77B
$546K 0.03%
11,154
-1,125
OMC icon
518
Omnicom Group
OMC
$21.1B
$546K 0.03%
7,253
+1,304
BABA icon
519
Alibaba
BABA
$277B
$543K 0.03%
4,327
-72
LEN icon
520
Lennar Class A
LEN
$22.1B
$543K 0.03%
6,249
-1,120
AEE icon
521
Ameren
AEE
$30.1B
$542K 0.03%
4,930
+743
ALLY icon
522
Ally Financial
ALLY
$12.8B
$542K 0.03%
13,804
+4,225
NVT icon
523
nVent Electric
NVT
$25.4B
$541K 0.03%
4,572
+158
LNG icon
524
Cheniere Energy
LNG
$50.7B
$540K 0.03%
1,903
+110
MUFG icon
525
Mitsubishi UFJ Financial
MUFG
$222B
$539K 0.03%
31,770
+701
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