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
576
$102K 0.01%
11,263
577
$94.7K 0.01%
+11,575
578
$90.8K 0.01%
12,105
-1,044
579
$41.7K ﹤0.01%
12,342
580
$38.4K ﹤0.01%
22,866
+6,203
581
$37.6K ﹤0.01%
11,159
582
$31.4K ﹤0.01%
21,506
+3,155
583
– –
-15,816
584
– –
-11,789
585
– –
-3,396
586
– –
-8,792
587
– –
-10,248
588
– –
-19,455
589
– –
-3,698
590
– –
-4,214
591
– –
-9,997
592
– –
-7,183
593
– –
-8,331
594
– –
-3,246
595
– –
-7,908
596
– –
-2,347
597
– –
-2,774
598
– –
-10,757
599
– –
-7,393
600
– –
-11,780
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