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
576
$274K 0.02%
+1,853
577
$274K 0.02%
+1,259
578
$274K 0.02%
+3,391
579
$274K 0.02%
+9,918
580
$274K 0.02%
+11,191
581
$272K 0.02%
+11,265
582
$271K 0.02%
3,661
-76
583
$271K 0.02%
+12,033
584
$271K 0.02%
3,762
+50
585
$270K 0.02%
+4,028
586
$270K 0.02%
6,129
-5,114
587
$270K 0.02%
1,433
+281
588
$269K 0.02%
+5,225
589
$269K 0.02%
4,052
-197
590
$268K 0.02%
2,784
-330
591
$268K 0.02%
+2,109
592
$267K 0.02%
764
-137
593
$265K 0.02%
4,317
+398
594
$264K 0.02%
+3,274
595
$264K 0.02%
+3,483
596
$263K 0.02%
2,511
+170
597
$263K 0.02%
+9,844
598
$262K 0.02%
2,717
-1,549
599
$260K 0.02%
1,445
+54
600
$259K 0.02%
1,092
+122
22 23
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