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
676
$212K 0.01%
+9,203
677
$211K 0.01%
+7,122
678
$211K 0.01%
1,486
-463
679
$210K 0.01%
+2,767
680
$208K 0.01%
+3,836
681
$208K 0.01%
954
-265
682
$208K 0.01%
+2,122
683
$208K 0.01%
+7,901
684
$208K 0.01%
+7,381
685
$207K 0.01%
+8,752
686
$206K 0.01%
3,897
-2,669
687
$206K 0.01%
+8,055
688
$205K 0.01%
1,581
-853
689
$204K 0.01%
+2,692
690
$204K 0.01%
+2,772
691
$203K 0.01%
2,033
+114
692
$202K 0.01%
1,768
-216
693
$201K 0.01%
+2,643
694
$200K 0.01%
+1,276
695
$200K 0.01%
9,124
-1,759
696
$200K 0.01%
+5,510
697
$189K 0.01%
11,749
-60
698
$186K 0.01%
+28,249
699
$186K 0.01%
+11,617
700
$178K 0.01%
15,529
+5,099
26 27
28
29 30