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
501
$232K 0.02%
+2,505
502
$232K 0.02%
+1,219
503
$231K 0.02%
+3,378
504
$230K 0.02%
4,788
-633
505
$229K 0.02%
888
-454
506
$229K 0.02%
+1,261
507
$228K 0.02%
+1,152
508
$228K 0.02%
+4,181
509
$228K 0.02%
+15,559
510
$227K 0.02%
+742
511
$227K 0.02%
4,783
-59
512
$225K 0.02%
1,504
+239
513
$225K 0.02%
+9,897
514
$223K 0.02%
4,729
-348
515
$222K 0.02%
+2,167
516
$221K 0.02%
47,460
+9,681
517
$221K 0.02%
+2,940
518
$218K 0.02%
+7,631
519
$217K 0.02%
+5,535
520
$217K 0.02%
+7,512
521
$216K 0.02%
+6,535
522
$214K 0.02%
+3,815
523
$212K 0.02%
4,386
+812
524
$212K 0.02%
1,440
-857
525
$212K 0.02%
+3,742
19 20
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