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
551
$174K 0.01%
28,885
-8,458
552
$173K 0.01%
+15,618
553
$172K 0.01%
+16,817
554
$171K 0.01%
38,322
-6,129
555
$168K 0.01%
10,762
-2,810
556
$167K 0.01%
17,203
+6,266
557
$165K 0.01%
103,521
+52,533
558
$163K 0.01%
+39,937
559
$158K 0.01%
+12,317
560
$157K 0.01%
24,206
-9,859
561
$154K 0.01%
27,521
-14,975
562
$154K 0.01%
+23,281
563
$150K 0.01%
17,217
-1,015
564
$147K 0.01%
+10,159
565
$144K 0.01%
+21,905
566
$141K 0.01%
+11,490
567
$137K 0.01%
+12,419
568
$137K 0.01%
19,243
-7,235
569
$117K 0.01%
22,150
-1,306
570
$112K 0.01%
+10,715
571
$112K 0.01%
+10,480
572
$112K 0.01%
+10,430
573
$106K 0.01%
+17,671
574
$104K 0.01%
13,714
-1,456
575
$104K 0.01%
21,085
+1,192
21 22
23
24 25