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
501
$337K 0.02%
9,524
-38
502
$337K 0.02%
+2,017
503
$337K 0.02%
2,641
+699
504
$335K 0.02%
3,419
-172
505
$333K 0.02%
4,008
-434
506
$333K 0.02%
+2,677
507
$333K 0.02%
+13,295
508
$332K 0.02%
+1,680
509
$330K 0.02%
+1,850
510
$329K 0.02%
3,334
+879
511
$328K 0.02%
2,023
+361
512
$328K 0.02%
+5,032
513
$327K 0.02%
2,158
+470
514
$326K 0.02%
+2,266
515
$323K 0.02%
+7,344
516
$323K 0.02%
+5,050
517
$323K 0.02%
+2,196
518
$320K 0.02%
11,111
+1,265
519
$319K 0.02%
+4,356
520
$319K 0.02%
2,701
-573
521
$319K 0.02%
3,982
+906
522
$319K 0.02%
1,886
+25
523
$318K 0.02%
+4,485
524
$315K 0.02%
+6,073
525
$315K 0.02%
+3,669
19 20
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