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
526
$315K 0.02%
15,057
-322
527
$315K 0.02%
+8,197
528
$314K 0.02%
6,505
-212
529
$314K 0.02%
2,768
+421
530
$313K 0.02%
5,380
+1,181
531
$313K 0.02%
+695
532
$312K 0.02%
+1,721
533
$312K 0.02%
+3,466
534
$311K 0.02%
+17,457
535
$310K 0.02%
+830
536
$309K 0.02%
+15,107
537
$306K 0.02%
6,205
-161
538
$304K 0.02%
+6,324
539
$304K 0.02%
1,765
-1,235
540
$304K 0.02%
3,480
-1,468
541
$303K 0.02%
+12,981
542
$303K 0.02%
7,952
-1,214
543
$301K 0.02%
3,243
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544
$299K 0.02%
2,010
-75
545
$299K 0.02%
4,395
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546
$299K 0.02%
53,819
-1,138
547
$299K 0.02%
1,873
+413
548
$298K 0.02%
8,122
+2,318
549
$298K 0.02%
+2,874
550
$298K 0.02%
+14,542
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