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
701
$178K 0.01%
15,830
-41,461
702
$175K 0.01%
+12,342
703
$173K 0.01%
+18,193
704
$171K 0.01%
21,272
-633
705
$171K 0.01%
+14,737
706
$168K 0.01%
10,568
-2,824
707
$157K 0.01%
10,149
-2,344
708
$156K 0.01%
25,575
-1,946
709
$154K 0.01%
+15,436
710
$152K 0.01%
35,529
-2,793
711
$152K 0.01%
+11,057
712
$149K 0.01%
+13,978
713
$144K 0.01%
14,092
+3,612
714
$142K 0.01%
10,130
-632
715
$123K 0.01%
11,263
716
$122K 0.01%
+12,156
717
$112K 0.01%
26,018
-2,867
718
$104K 0.01%
+12,243
719
$103K 0.01%
+11,494
720
$98.4K 0.01%
+17,383
721
$95.6K 0.01%
+15,795
722
$75.3K 0.01%
12,342
723
$54.4K ﹤0.01%
+12,447
724
$45.5K ﹤0.01%
16,663
-6,203
725
– –
-12,317
27 28
29
30 31