We are live on ! Find out more
SC

Syon Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$76.5M
2
+$16.5M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$9.45M
5
META icon
Meta Platforms (Facebook)
META
+$7.91M

Top Sells

1
+$57.5M
2
+$18.2M
3
+$10.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.12M

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
651
– –
-6,671
652
– –
-11,604
653
– –
-7,362
654
– –
-47,216
655
– –
-22,157
656
– –
-188,363
657
– –
-5,726
658
– –
-10,067
659
– –
-2,458
660
– –
-4,112
661
– –
-15,435
662
– –
-4,672
663
– –
-67,869
664
– –
-9,923
665
– –
-9,745
666
– –
-810
667
– –
-11,829
668
– –
-11,869
669
– –
-9,555
670
– –
-582
671
– –
-1,602
23 24 25 26
27