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
601
$257K 0.02%
9,953
-369
602
$256K 0.02%
+2,327
603
$255K 0.02%
+2,840
604
$254K 0.02%
4,027
+360
605
$253K 0.02%
850
-86
606
$252K 0.02%
5,164
+435
607
$251K 0.02%
4,449
+634
608
$250K 0.02%
+2,043
609
$250K 0.02%
+2,435
610
$250K 0.02%
2,604
+249
611
$250K 0.02%
+2,940
612
$250K 0.02%
+2,840
613
$250K 0.02%
+2,536
614
$249K 0.02%
+3,630
615
$247K 0.02%
+1,472
616
$246K 0.02%
2,620
617
$246K 0.02%
9,133
+1,932
618
$245K 0.02%
935
-184
619
$245K 0.02%
+3,014
620
$245K 0.02%
+858
621
$245K 0.02%
6,533
-2,537
622
$245K 0.02%
10,937
+1,040
623
$244K 0.02%
8,168
-12,387
624
$244K 0.02%
46,669
-791
625
$244K 0.02%
+1,420
23 24
25
26 27