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
551
$297K 0.02%
5,474
+427
552
$294K 0.02%
+1,298
553
$294K 0.02%
4,024
+646
554
$294K 0.02%
+4,367
555
$293K 0.02%
+10,541
556
$293K 0.02%
+4,472
557
$292K 0.02%
+1,862
558
$291K 0.02%
+7,953
559
$291K 0.02%
963
-143
560
$291K 0.02%
+2,018
561
$291K 0.02%
+2,165
562
$289K 0.02%
3,212
+139
563
$289K 0.02%
5,583
+680
564
$288K 0.02%
+3,745
565
$288K 0.02%
+2,125
566
$287K 0.02%
3,132
+331
567
$286K 0.02%
+4,201
568
$283K 0.02%
1,165
+172
569
$283K 0.02%
2,252
-794
570
$281K 0.02%
+2,736
571
$280K 0.02%
6,846
-3,694
572
$279K 0.02%
2,028
+457
573
$278K 0.02%
680
-98
574
$276K 0.02%
+935
575
$275K 0.02%
829
+5
21 22
23
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