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
651
$226K 0.02%
+273
652
$225K 0.01%
1,305
-302
653
$225K 0.01%
+1,651
654
$225K 0.01%
18,580
+6,161
655
$224K 0.01%
+1,175
656
$223K 0.01%
+3,155
657
$223K 0.01%
+1,445
658
$222K 0.01%
30,701
+1,440
659
$222K 0.01%
+6,810
660
$220K 0.01%
+1,566
661
$219K 0.01%
+5,178
662
$219K 0.01%
+1,696
663
$218K 0.01%
+2,585
664
$218K 0.01%
+3,425
665
$218K 0.01%
+3,939
666
$217K 0.01%
+1,100
667
$217K 0.01%
+991
668
$216K 0.01%
+2,108
669
$216K 0.01%
+4,067
670
$215K 0.01%
+4,971
671
$215K 0.01%
+1,184
672
$215K 0.01%
11,780
-1,174
673
$214K 0.01%
+1,698
674
$213K 0.01%
+3,851
675
$213K 0.01%
+2,462
25 26
27
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