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
626
$244K 0.02%
+3,062
627
$243K 0.02%
+5,066
628
$243K 0.02%
7,485
+238
629
$242K 0.02%
2,526
-101,030
630
$240K 0.02%
31,843
-2,186
631
$239K 0.02%
+683
632
$238K 0.02%
+15,069
633
$237K 0.02%
+4,122
634
$237K 0.02%
+2,063
635
$237K 0.02%
17,247
+430
636
$236K 0.02%
201
-102
637
$234K 0.02%
+1,075
638
$234K 0.02%
+625
639
$234K 0.02%
+479
640
$233K 0.02%
+1,177
641
$233K 0.02%
+1,200
642
$233K 0.02%
5,488
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643
$232K 0.02%
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644
$231K 0.02%
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645
$231K 0.02%
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646
$231K 0.02%
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647
$231K 0.02%
+6,018
648
$229K 0.02%
+6,653
649
$229K 0.02%
+4,906
650
$227K 0.02%
+13,570
24 25
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