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
526
$211K 0.02%
+1,460
527
$211K 0.02%
11,809
-41
528
$210K 0.02%
2,395
+608
529
$210K 0.02%
+5,804
530
$210K 0.02%
10,883
-1,242
531
$209K 0.02%
+845
532
$208K 0.02%
817
+25
533
$207K 0.02%
7,221
-446
534
$206K 0.02%
2,439
-406
535
$206K 0.02%
+6,646
536
$205K 0.02%
+4,020
537
$204K 0.02%
+768
538
$203K 0.02%
+4,199
539
$202K 0.02%
+1,919
540
$201K 0.02%
23,227
+3,396
541
$200K 0.02%
+629
542
$196K 0.02%
+12,262
543
$196K 0.02%
+10,518
544
$193K 0.02%
28,839
+2,150
545
$193K 0.02%
29,261
+10,201
546
$190K 0.02%
+16,342
547
$183K 0.01%
21,050
-1,817
548
$181K 0.01%
12,493
-16,014
549
$179K 0.01%
12,836
-6,940
550
$176K 0.01%
13,799
+804
20 21
22
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